Paraplanner

Ortus PSR Ltd.; Burgess Hill; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A respected Wealth Management firm seeks a Level 4 Qualified Paraplanner to join their dynamic team in Saffron Walden. This role emphasizes collaboration with IFAs, meticulous report preparation, and maintaining high standards of client service. The position offers competitive remuneration and a supportive culture that prioritizes professional growth.

Benefits

Hybrid working

Supportive culture

High-quality client work

Modern systems and administrative support

Qualifications

• Experience in a paraplanning or technical support role in financial planning.
• Strong understanding of the regulatory environment.
• Ability to work closely with advisers on financial strategies.

Responsibilities

• Prepare detailed suitability reports based on client objectives.
• Conduct product and fund research using specified tools.
• Liaise with clients and providers for smooth case progression.

Skills

Attention to detail

Understanding of advice process

Simplifying complex information

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Paraplanner – Level 4 Qualified | Up to £45,000 + Hybrid Working | Saffron Walden

Shape the future of financial advice – support high-calibre IFAs and thrive in a dynamic, professional environment.

Are you a qualified Paraplanner looking to join a respected and forward-thinking Wealth Management firm in Saffron Walden? This is a fantastic opportunity to bring your technical expertise and analytical insight to a supportive and client-focused team that values continuous development and a collaborative culture.

Why Join This Firm?

• Hybrid working – Enjoy a flexible work/life balance with a combination of office and home-based working.
• Up to £45,000 salary – Competitive package reflective of your skills and experience.
• Supportive culture – Work alongside Chartered Financial Planners and Compliance professionals in a team that champions progression.
• High-quality client work – Focus on complex financial planning cases across pensions, investments, protection, and estate planning.
• Modern systems – Benefit from efficient processes, robust research tools, and administrative support to help you focus on quality advice preparation.

What You'll Be Doing:

• Preparing detailed and compliant suitability reports based on client objectives and adviser recommendations.
• Conducting in-depth product and fund research, using platforms and research tools.
• Working closely with advisers to develop tailored financial planning strategies.
• Liaising with providers and clients to obtain key information and ensure smooth case progression.
• Maintaining up-to-date technical knowledge of financial services, products, and legislation.

What We’re Looking For:

• Level 4 Diploma in Regulated Financial Planning– essential.
• A strong understanding of the advice process and regulatory environment.
• Excellent attention to detail and the ability to simplify complex technical information.
• Experience working in a paraplanning or technical support role within a financial planning or wealth management environment.