Paraplanner - Ortus PSR : Job Details

Paraplanner, Client Facing – Wealth Management

Take Your Career to the Next Level in Wealth Management!

An exciting opportunity has arisen for a Junior Technical Consultant to join a highly successful and dynamic team in London. This role is ideal for an ambitious individual with at least three years’ experience in an IFA support role, looking to develop into a full paraplanning position while working with high-net-worth (HNW) clients who have complex financial planning needs.

Salary: Up to £50,000 + Full Benefits & Discretionary Bonus

Established Reputation: Work with a well-respected, award-winning firm that prioritises integrity, trust, and outstanding client service.

Professional Development: Receive coaching and mentoring from senior experts to fast-track your career.

Diverse Client Exposure: Engage with intelligent and demanding HNW clients on a range of financial planning strategies.

Career Progression: Move towards a full paraplanning role with opportunities for further advancement.

Hybrid & Flexible Working: Enjoy a mix of office and home-based working with the expectation to attend London-based client meetings.

Key Responsibilities:

Provide comprehensive financial planning support to Senior Adviser

Assist in client meetings, take detailed notes, and follow up on technical queries.

Prepare suitability reports and portfolio valuations using Intelligent Office.

Help with new business processing and onboarding new clients.

Support compliance and regulatory requirements.

Develop expertise in cashflow modelling (Voyant) and suitability report writing.

Build and maintain strong relationships with advisers, clients, and providers.

What You’ll Need:

Diploma-qualified 

Experience in a client-facing support role within an independent financial advice (IFA) firm.

Strong knowledge of investment, pensions, and protection products.

Understanding of asset allocation, portfolio construction, and tax planning (CGT, IHT, Income Tax).

Experience with Voyant cashflow modelling software (preferred but not essential).

Exceptional communication skills and attention to detail.

Highly organised, proactive, and able to manage multiple tasks under pressure.