Hybrid Paraplanner — Holistic Financial Planning Pro

Ortus PSR Ltd; Tyburn; Híbrido; GBP 29.000 - 48.000; Jornada completa

Descripción de la vacante

N/A is seeking a Paraplanner to join a dynamic wealth management team in a hybrid role based in Birmingham. The firm delivers holistic financial planning for high-net-worth clients, business owners and families, ensuring reports are accurate, compliant and aligned with client goals.

The Paraplanner will prepare technically sound reports, conduct in-depth research and support advisors in delivering independent financial planning that enhances client outcomes.

Formación

• Level 4 Diploma in Regulated Financial Planning or near completion.
• Strong technical knowledge of UK financial products and services.
• Experience using financial planning software (Voyant, FE Analytics, Intelliflo Office).
• Excellent written and verbal communication skills.
• High attention to detail with strong organisational and analytical skills.

Responsabilidades

• Draft FCA-compliant suitability reports for investments, pensions, protection, estate and tax planning.
• Conduct detailed technical research to support financial recommendations.
• Interpret fact-finds, cashflow models, attitude to risk assessments, and client goals.
• Carry out cashflow modelling and scenario planning to demonstrate potential outcomes.
• Liaise with product providers, clients, and support teams to ensure data accuracy and report completeness.
• Maintain an understanding of tax legislation, investment structures, and planning opportunities.
• Contribute to refining internal processes and improving client outcomes.

Conocimientos

Technical knowledge of UK financials

Excellent communication

Attention to detail

Analytical ability

Team collaboration

Educación

Level 4 Diploma in Regulated Financial Planning (or near completion)

Herramientas

Voyant

FE Analytics

Intelliflo Office

Descripción del empleo

N/A is seeking a Paraplanner to join a dynamic wealth management team in a hybrid role based in Birmingham. The firm delivers holistic financial planning for high-net-worth clients, business owners and families, ensuring reports are accurate, compliant and aligned with client goals.

The Paraplanner will prepare technically sound reports, conduct in-depth research and support advisors in delivering independent financial planning that enhances client outcomes.