Paraplanner
other jobs Ortus PSR
Added before 6 Days
- England,West Midlands,Birmingham
- Full Time, Permanent
- £35,000 - £50,000 per annum
Job Description:
Full job descriptionLevel 4 Qualified Paraplanner
Birmingham | Hybrid Working (3 Days Office / 2 Days Home) | Up to £50,000 + Excellent Benefits
Are you a Level 4 qualified Paraplanner looking to join a modern, client-focused wealth management firm where your technical expertise is genuinely valued?
We’re seeking an experienced Paraplanner to play a key role within a collaborative financial planning team, supporting advisers in delivering high-quality financial advice to individuals and families.
Offering a competitive salary of up to £50,000, hybrid working, and genuine career progression, this is an excellent opportunity to join a growing and supportive business.
The Role
Working closely with Financial Advisers, you’ll be responsible for providing first-class technical support throughout the advice process.
Your responsibilities will include:
*Preparing detailed and compliant suitability reports
*Conducting technical research across pensions, investments and protection
*Cashflow modelling and financial planning analysis
*Product and provider comparisons
*Supporting advisers with complex planning cases
*Liaising with providers, advisers and administration teams
*Ensuring all work meets FCA compliance standards
What We’re Looking For
*Level 4 Diploma in Financial Planning (essential)
*Previous paraplanning experience within an IFA or wealth management firm
*Strong technical knowledge across pensions, investments and protection
*Excellent report writing and research skills
*High attention to detail
*Strong organisational and communication skills
*Experience using industry back-office systems and cashflow modelling software is advantageous
What’s on Offer
*Salary up to £50,000
*Hybrid working – 3 days in the Birmingham office and 2 days working from home
*Company pension
*Generous holiday allowance
*Ongoing professional development and support towards further qualifications
*Clear opportunities for career progression
*Friendly, collaborative and supportive working environment
If you’re an ambitious paraplanner looking to join a business that values technical excellence and offers a fantastic work-life balance, we’d love to hear from you.
Apply today for a confidential conversation.
Birmingham | Hybrid Working (3 Days Office / 2 Days Home) | Up to £50,000 + Excellent Benefits
Are you a Level 4 qualified Paraplanner looking to join a modern, client-focused wealth management firm where your technical expertise is genuinely valued?
We’re seeking an experienced Paraplanner to play a key role within a collaborative financial planning team, supporting advisers in delivering high-quality financial advice to individuals and families.
Offering a competitive salary of up to £50,000, hybrid working, and genuine career progression, this is an excellent opportunity to join a growing and supportive business.
The Role
Working closely with Financial Advisers, you’ll be responsible for providing first-class technical support throughout the advice process.
Your responsibilities will include:
*Preparing detailed and compliant suitability reports
*Conducting technical research across pensions, investments and protection
*Cashflow modelling and financial planning analysis
*Product and provider comparisons
*Supporting advisers with complex planning cases
*Liaising with providers, advisers and administration teams
*Ensuring all work meets FCA compliance standards
What We’re Looking For
*Level 4 Diploma in Financial Planning (essential)
*Previous paraplanning experience within an IFA or wealth management firm
*Strong technical knowledge across pensions, investments and protection
*Excellent report writing and research skills
*High attention to detail
*Strong organisational and communication skills
*Experience using industry back-office systems and cashflow modelling software is advantageous
What’s on Offer
*Salary up to £50,000
*Hybrid working – 3 days in the Birmingham office and 2 days working from home
*Company pension
*Generous holiday allowance
*Ongoing professional development and support towards further qualifications
*Clear opportunities for career progression
*Friendly, collaborative and supportive working environment
If you’re an ambitious paraplanner looking to join a business that values technical excellence and offers a fantastic work-life balance, we’d love to hear from you.
Apply today for a confidential conversation.
Job number 3940985
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Ortus PSR
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