Technical Paraplanner - Ortus PSR : Job Details

Technical Paraplanner – Cheltenham – Up to £65,000 

Join a growing Wealth Management firm supporting HNW and UHNW clients with complex financial planning needs.

Are you an experienced Paraplanner looking to step into a senior, technical role where you can work on high-value, complex cases and truly make an impact?

This is a rare opportunity to join a prestigious, independent Wealth Management firm in Cheltenham, with an exciting period of growth underway, including the onboarding of an additional £75 million and a recent office expansion to support future development.

Salary up to £65,000 (depending on experience)

Working closely with a high-performing team of Financial Advisers, you'll provide expert-level paraplanning support across a full range of advice areas, including Pensions, Investments, Business Relief, Trusts, Inheritance Tax (IHT) Planning, VCTs, EIS, and Tax Planning.

As a Technical Paraplanner, you will play a key role in delivering high-quality, compliant financial planning support to a growing team of Advisers. You will have the opportunity to work on some of the most interesting and technically challenging cases in the region, with client portfolios reaching up to £15 million.

Key responsibilities:

• Produce accurate and comprehensive Suitability Reports for a range of financial planning areas
• Conduct detailed research and analysis on pensions, investments, tax-efficient strategies, and estate planning
• Support Advisers in delivering bespoke solutions for complex client needs
• Liaise with product providers and third parties to gather accurate information
• Help develop and improve internal processes as the business grows

What we’re looking for:

• Level 4 Diploma in Financial Planning (or equivalent)
• Progression towards Chartered Financial Planner status (desirable)
• Experience working as a Paraplanner in a wealth management or independent financial advice (IFA) firm
• Strong technical knowledge in areas such as pensions, investments, tax planning, and estate planning
• High attention to detail and excellent communication skills

About the company:

This award-winning, independent Wealth Management firm has built its success on long-term relationships, exceptional client service, and technical excellence. With ambitious growth plans, a supportive team culture, and a commitment to innovation, they offer the perfect environment for an experienced Paraplanner ready to take their career to the next level.

Interested?

If you're an experienced Paraplanner looking for a senior, technical role in Cheltenham, apply today or contact us for a confidential discussion.