Paraplanner - Ortus PSR : Job Details

Paraplanner | Hybrid | Up to £45K + Benefits | Career ProgressionCompany Overview

Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence?

Join one of the UK’s leading independent wealth management firms, where you’ll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role – it's a launchpad for long-term career growth.

The Opportunity

• Salary up to £45,000 depending on experience

• Full-time, permanent position with hybrid working

• Join a progressive firm where paraplanning is recognised as a core professional function – not just a stepping stone

• Access structured CPD, exam support, and mentoring from senior technical professionals

Your Role as a Paraplanner

As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience.

Key Responsibilities:

• Conduct in-depth research across pensions, investments, protection, and estate/IHT planning

• Draft bespoke suitability reports aligned to each client’s goals and financial circumstances

• Analyse client portfolios and evaluate performance against risk profiles and benchmarks

• Contribute to the development of sophisticated strategies for HNW clients

• Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes

• Mentor and provide guidance to junior paraplanners and trainees

What We’re Looking For

• Level 4 Diploma in Regulated Financial Planning (essential)

• Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning

• Exceptional report-writing, research, and analytical skills

• A detail-oriented mindset with a commitment to accuracy and compliance

• A collaborative and proactive attitude, with a desire to continuously improve and grow

Benefits

• Competitive salary up to £45,000

• Hybrid working model (office & remote blend)

• Full support toward Chartered status or further exams

• Private healthcare, pension scheme, life assurance, and flexible benefits

• A modern, supportive working environment with strong peer networks

• Regular team events, technical workshops, and personal development sessions

How to Apply

If you're a Paraplanner who’s ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm – apply now and discover what’s possible in your career.