Paraplanner - Ortus PSR : Job Details

Transform Lives as a Paraplanner

Are you ready to bring your talent and dedication to a firm that values your purpose and commitment to excellence? On offer is no  just offer a job – we offer a career where you can truly make a difference. Join as a Paraplanner, and help us empower clients to create brighter futures through independent financial advice, education, and support.

Why Choose us?

we believe in living our values: mindfulness, integrity, and collaboration. Your role as a Paraplanner isn’t just about completing tasks; it’s about being part of a bigger mission to change lives for the better – including your own. Here’s why you’ll love working with us:

• Attractive Salary: Up to £37,000 per year plus quarterly bonuses.
• Comprehensive Benefits: From private medical insurance to enhanced parental leave, we’ve got your wellbeing covered.
• Flexible Work Options: Enjoy flexitime and the ability to work from home.
• Perks Galore: Gym memberships, free parking, volunteer time, and even free flu jabs!
• Culture of Growth: Access CPD opportunities and career development within a supportive, client-centered team.

Your Role as a Paraplanner

Reporting to the Senior Paraplanner, you’ll play a crucial role in ensuring that every aspect of the financial planning process is executed with precision and care. Key responsibilities include:

• Crafting detailed financial planning and suitability reports to deliver outstanding client outcomes.
• Ensuring all client files and compliance documentation meet our high standards.
• Conducting thorough research, obtaining valuations, and handling tax calculations.
• Collaborating with advisers and our Proposition Team to maintain a seamless client experience.
• Continuously enhancing your expertise in line with our CPD and training schemes.

What You’ll Bring to the Paraplanning team:

To thrive in this role, you’ll need:

• Qualifications: CII Level 4 Diploma in Regulated Financial Planning (essential).
• Experience: At least 1 year in a paraplanning role.
• Skills: Exceptional attention to detail, strong communication abilities, and proficiency in Microsoft 365 (bonus if you know Intelligent Office).
• Mindset: A proactive, collaborative, and client-focused approach.