Trainee Paraplanner - Ortus PSR : Job Details

?? Location: Farnham?? Job Type: Full-time, Permanent

We are partnering with a well-established Wealth Management firm looking to recruit a Trainee Paraplanner to join their growing team. This is an excellent opportunity for an ambitious individual with financial services experience to take the next step in their career, gain industry qualifications, and develop technical expertise within a professional and supportive environment.

• Structured career development with a clear pathway to becoming a qualified Paraplanner.
• Full study support towards industry-recognised qualifications, such as the Diploma in Financial Planning.
• Exposure to complex financial planning cases, working closely with experienced professionals.
• A collaborative and professional environment where learning and growth are encouraged.
• Competitive salary and benefits package, including pension and additional perks.

As a Trainee Paraplanner, you will support Financial Advisers and Paraplanners by assisting with research, analysis, and report preparation. Key responsibilities include:

• Preparing suitability reports and financial planning documentation.
• Conducting research on financial products and investment solutions.
• Ensuring all reports and documentation comply with regulatory standards.
• Assisting with client reviews and maintaining accurate records.
• Developing technical knowledge through mentorship and hands-on experience.

The ideal candidate will be:

• University educated, ideally in finance, economics, or a related field.
• Experienced in financial services, with at least two years’ experience, preferably in financial planning.
• Analytical, detail-oriented, and highly organised.
• A strong communicator, both written and verbal.
• Proactive and eager to develop a long-term career in Wealth Management.