Paraplanner - Ortus PSR : Job Details

Paraplanner – Diploma Qualified | Hybrid (4 Days Office / 1 Day Home) | Complex Financial

Shape the Future of Complex Financial Planning

Are you a Diploma-qualified Paraplanner looking for a fresh challenge in a highly supportive and collaborative environment? We’re representing a respected Wealth Management firm that delivers bespoke advice across pensions, ISAs, GIAs, Trusts, and later-life planning. If you’re passionate about research, technical analysis, and writing high-quality reports, this role offers the perfect platform to develop your skills and make a meaningful impact.

Salary: Up to £40,000 + Bonus + Benefits

Why This Opportunity?

Diverse Casework – Engage with complex financial plans covering pensions, ISA portfolios, GIAs, Trusts, and estate planning.

Collaborative Culture – Work alongside experienced Financial Planners who value your technical input.

Career Progression – Support towards Chartered status and access to advanced cases to build your expertise.

Client-First Approach – Join a firm focused on delivering quality advice, not chasing sales targets.

Key Responsibilities:

Conduct in-depth research and analysis across a range of financial products and strategies

Write clear, accurate, and compliant suitability reports

Collaborate closely with Financial Planners to deliver tailored client solutions

Provide technical support on Trusts, IHT planning, investment strategies, and retirement income solutions

Keep client records up to date and ensure timely implementation of advice

Stay informed on regulatory updates and industry trends

What You’ll Bring:

Diploma in Regulated Financial Planning (DipPFS) – essential

Proven experience as a Paraplanner within an IFA/Wealth Management setting

Strong technical knowledge of pensions, investments, and later-life planning

Skilled in research and report writing with exceptional attention to detail

Strong communication and team collaboration skills

Ready to Take the Next Step?

Apply now to join a firm where your expertise is recognised, your growth is supported, and your work genuinely makes a difference.