Paraplanner - Ortus PSR : Job Details

Join a Highly Respected Chartered Financial Planning Firm in Marlow, Buckinghamshire!

A leading Chartered Financial Planning firm is seeking an experienced Paraplanner to join their team. Known for delivering bespoke wealth planning advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, this organization offers an exceptional platform for professional growth, backed by a reputation for excellence and a values-driven approach.

• Reputation for Excellence: Be part of a firm renowned for its technical expertise and personalized client service.
• Innovative and Growing Environment: This organisation is part of a national group dedicated to delivering accessible, top-tier financial advice across the UK.
• Supportive Culture: The workplace ethos emphasizes flexibility, employee wellbeing, and ongoing professional development.

• Hybrid Working Model: Balance work and life with 3 days in the office and 2 days working from home.
• Competitive Compensation: Attractive salary based on experience.
• Comprehensive Benefits Package: Including 25 days annual leave, a 4% company pension with NI benefits, death in service cover (up to £200k), and access to a CashPlan.
• Career Development: Sponsorship for qualifications and professional advancement is provided.

The Paraplanner will work closely with 1–2 Financial Advisers and contribute to delivering first-class financial planning support. Key responsibilities include:

• Conducting detailed research and providing technical assessments.
• Preparing lifetime cashflow models, financial plans, and suitability reports.
• Participating in client meetings and offering clear, actionable advice.
• Managing complex cases and maintaining strong client relationships.
• Ensuring all work is compliant and reflects high ethical standards.
• Contributing to operational improvements and team success.

• Qualifications: Level 4 CII Diploma in Financial Planning (mandatory), with advanced qualifications or Chartered Financial Planner status highly desirable.
• Experience: Similar technical role within financial planning.
• Skills and Attributes: Strong analytical and communication skills, attention to detail, and a proactive approach to problem-solving.