Paraplanner

Ortus PSR Ltd.; Blaby; Hybrid; GBP 36,000 - 60,000; Full time

Benefits offered by this job

Bonus

Benefits package

Job summary

Ortus PSR Ltd. in Enderby, Leicestershire is seeking an experienced Paraplanner to join a Chartered, independently owned financial planning firm. The role focuses on producing suitability reports, research and cash flow analysis, supporting senior Financial Planners, and ensuring compliance.

Hybrid working after induction and training, with a salary up to £60,000 plus bonus and benefits. You will report to the Head of Paraplanning and work within a collaborative, high-standard team environment.

Qualifications

• Paraplanner experience in a regulated financial services environment.
• Strong knowledge of pension, investment and protection products in financial planning.
• Diploma in Financial Planning (DipPFS or equivalent).

Responsibilities

• Preparing FCA-compliant suitability reports across pensions, investments, and protection
• Working with Financial Planners to gather client information and reflect advice
• Ensuring all documentation meets compliance standards before issue
• Assisting Head of Paraplanning with research and due diligence on third-party products/services
• Supporting annual cost comparison benchmarking of SIPP and SSAS products vs market competitors
• Providing technical support on pension and investment queries to the advice team
• Producing cash flow reports for Financial Planners to support client planning and ensure compliance
• Producing bespoke one-off reports and comparisons for complex client cases as required

Skills

Paraplanning experience

Technical pensions knowledge

Education

DipPFS or equivalent

Job description

Paraplanner – Enderby, Leicestershire | Hybrid | Salary up to £60,000 + Bonus + Benefits

Working pattern: Hybrid — following completion of initial induction and training

We are working with a highly regarded, Chartered, independently owned financial planning firm based in Leicester to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients and has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.

This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process — producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior Financial Planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high-standard team environment.

WHAT YOU WILL BE DOING

• Preparing FCA-compliant suitability reports across a wide range of advice areas including pensions, investments, and protection
• Working closely with Financial Planners to gather client information and ensure reports accurately reflect the advice given
• Ensuring all documentation meets the firm's compliance standards before issue
• Assisting the Head of Paraplanning with research and due diligence on third-party products and services recommended to clients
• Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors
• Providing technical support on pension and investment queries to the wider advice team and pension consultants
• Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken
• Producing bespoke one-off reports and comparisons for complex client cases as required

WHAT YOU WILL NEED

• Diploma in Financial Planning (DipPFS or equivalent)
• Experience working as a Paraplanner in a regulated financial services environment
• Strong technical knowledge of pension, investment, and protection products and their application in financial planning