Paraplanner - Ortus PSR : Job Details

Paraplanner – Diploma in Financial Planning | Growing Firm | Hybrid Work Available

An exciting opportunity for a detail-driven financial professional looking to take the next step in their career.

Salary up to £42,000, Location: Hessle 

A growing and forward-thinking financial services firm is seeking a qualified Paraplanner to support its expanding client base and maintain its reputation for excellence. This role is perfect for someone who thrives in a dynamic environment and wants to be part of a team that delivers high-quality financial planning services.

What’s on offer?

• Hybrid & Flexible Working options available
• Bonus Scheme – Recognising and rewarding performance
• Full Financial Support for Further Qualifications – Progress towards Chartered status
• Private Medical Insurance, Pension, and Death in Service Cover
• Enhanced Maternity/Paternity Pay
• Paid Professional Memberships & Training Allowance
• Corporate Gym Discounts, Cycle-to-Work Scheme, Wellbeing Initiatives
• Regular Social Events & Team-Building Days

Key Responsibilities:

• Writing financial planning reports and suitability letters
• Conducting research and preparing recommendations for clients
• Ensuring compliance and accurate documentation of client files
• Supporting financial advisers with client journey management
• Keeping up to date with industry regulations and best practices

What’s required?

• Progrerssion towards Level 4 Diploma in Regulated Financial Planning 
• Experience in a paraplanning role
• Technical knowledge of financial planning, tax, and compliance
• Excellent report-writing, communication, and organisation skills

Why join this firm?

This is a fantastic opportunity to develop within a supportive and collaborative team that values integrity, teamwork, and continuous professional growth. With structured career progression, generous benefits, and a strong emphasis on professional development, this role offers the ideal environment for an ambitious Paraplanner to thrive.

How to apply

Interested candidates should apply now to take the next step in their paraplanning career.