Paraplanner - Ortus PSR : Job Details

Advance Your Paraplanning Career with a Chartered Firm Committed to People-First Values

Are you a driven and detail-oriented Paraplanner ready to make a meaningful impact in a progressive, client-focused wealth management environment? This established Chartered firm—renowned for combining regional strength with a people-first ethos—is looking to expand its Paraplanning team

Salary £40,000 - £50,000 and flexible working WFH arrangements

With a reputation built on integrity, trust, and long-term relationships, this firm offers the opportunity to grow your career in a collaborative, forward-thinking environment where your voice is heard and your development truly matters.

Why Join?

• People-Centred Culture: This is a firm where staff well-being, development, and individuality are respected and nurtured.
• Hybrid Working: Flexibility to work from home and the office, supporting your work-life balance.
• Chartered Expertise: As a Chartered firm, they uphold the highest professional standards—offering a great platform for career progression.
• Team Ethos: Collaborative culture with cross-office support and open communication across the organisation.
• Social Impact: Community-minded with a strong focus on ethical service delivery and sustainable advice.

The Role: Paraplanner

This is an exciting opportunity for an experienced Paraplanner to provide high-quality technical support to Financial Planners. You’ll play a key role in helping clients achieve their long-term financial goals through clear, compliant, and insightful reporting.

• Work closely with Financial Planners to research and construct suitable financial plans.
• Produce detailed and compliant suitability reports.
• Conduct technical analysis across pensions, investments, and protection products.
• Maintain accurate client records and help ensure exceptional client service.
• Stay updated with FCA regulations and market changes.
• Actively contribute to team meetings and case discussions.

About You:

• Level 4 Diploma in Financial Planning (or working towards it).
• Experience in a paraplanning role within a financial planning or wealth management environment.
• Strong knowledge of pensions, investments, and protection planning.
• High attention to detail with excellent written and verbal communication.
• Confident using financial planning tools and CRM systems.

This is more than just a job—it’s a chance to grow in a culture that truly puts people first. Whether you’re already Chartered or on your way, this firm provides the tools, mentoring, and flexibility to help you thrive in your career and beyond.

Ready to take the next step in your Paraplanning journey? Apply now and become part of a firm where your contribution is genuinely valued.