Paraplanner - Ortus PSR : Job Details

Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning? Look no further! We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team.

The salary range for a Qualified Paraplanner is up to £58,000 + Benefits and Hybrid working.

Be part of an Award-winning Chartered Financial Planning firm, a rapidly growing national Independent Financial Advice powerhouse that is a Values-driven partnership with a focus on client-centric bespoke financial plans.

The team are commitment to employee development, offering technical advancement and qualification sponsorship.

Responsibilities: 

• As a Paraplanner, you will play a crucial role in supporting an Adviser, collaborating with the wider team to ensure our clients receive quality advice and support.
• Conducting extensive research and providing technical assessments and reports
• Creating lifetime cashflow models and comprehensive financial plans
• Providing strong technical advice and guidance to Advisers
• Engaging professionally with well-informed clients
• Acting as a mentor for junior team members
• Keeping up-to-date with market changes, compliance, and legislative considerations

Key Requirements:

• Level 4 – CII Diploma of Financial Planning or equivalent (Mandatory)
• Highly Desirable: Advanced qualifications, Chartered Financial Planner, or working towards
• experience in a similar role at an IFA / Wealth Management firm
• Comprehensive technical knowledge of Investment, Tax, Trust, and Pension products