Paraplanner

Ortus PSR Ltd.; Chester; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading financial planning firm in Chester is seeking a Level 4 Qualified Paraplanner to enhance its advisory team. This position offers a salary up to £45,000 with hybrid working, career progression towards Chartered status, and a focus on technical excellence in a collaborative environment. Suitable candidates will have a strong knowledge of UK pensions and investments.

Benefits

Full support towards Chartered Financial Planner status

Competitive salary up to £45,000

Study support for advanced qualifications

Pension and holiday allowance

Team-driven culture with development check-ins

Qualifications

• Diploma-qualified Paraplanner seeking next career challenge.
• Commitment to professional development for Chartered status.
• Experience in IFA, wealth management or financial planning.

Responsibilities

• Prepare high-quality suitability reports and investment proposals.
• Conduct in-depth technical research across pensions and investments.
• Review client fact-finds and develop appropriate strategies.

Skills

Knowledge of UK pensions

Investment analysis

Interpretation of financial data

Strong communication skills

Collaborative teamwork

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Office

Intelliflo

Genovo

Job description

Level 4 Qualified Paraplanner | Up to £45,000 | Hybrid Working (3 Days Office-Based – Chester)

Join a fast-growing, highly respected financial planning firm and take your paraplanning career to the next level.

Are you a Diploma-qualified Paraplanner seeking your next challenge in a firm that truly values your expertise? This is an outstanding opportunity to join a dynamic, client-focused wealth management business offering structured career development, flexible hybrid working, and a commitment to technical excellence.

Based in modern offices in Chester, this role is perfect for a technically capable professional looking to contribute to a high-performing advisory team and continue progressing towards Chartered status in a supportive and collaborative environment.

Why This Opportunity Stands Out

• Salary up to £45,000 depending on experience
• Hybrid working model – 3 days in the office, 2 from home (post-training)
• Full support towards Chartered Financial Planner status
• Be part of a well-established, fast-growing firm with long-term progression
• Inclusive, team-oriented culture with emphasis on development and quality

What You’ll Be Doing

As a Paraplanner, you'll be a key part of the financial planning process, working alongside advisers to deliver tailored solutions to a broad range of clients. Your responsibilities will include:

• Preparing high-quality suitability reports and investment proposals
• Conducting in-depth technical research across pensions, investments, tax, protection, and estate planning
• Utilising tools such as Intelliflo Office and Genovo to model scenarios and produce documentation
• Reviewing client fact-finds, objectives, and existing arrangements to develop appropriate strategies
• Ensuring full FCA compliance and maintaining accurate client records
• Keeping abreast of industry changes, product developments and regulatory updates

What You’ll Need to Succeed

Essential Qualifications:

• Level 4 Diploma in Regulated Financial Planning (CII or equivalent)
• Commitment to continued professional development – support provided for Chartered status

Experience and Skills:

• Strong working knowledge of UK pensions, investments, IHT, and personal taxation
• Experience within an IFA, wealth management or financial planning environment
• Ability to interpret financial data, perform basic tax calculations, and assess client needs
• Proficiency in Microsoft Office and experience using financial planning software (e.g. Intelliflo, Genovo)
• Strong communication skills and ability to work collaboratively in a team setting

What’s In It for You

• Competitive salary up to £45,000 (DOE)
• Hybrid working – 3 days office-based in Chester
• Study support for advanced qualifications (e.g. Chartered status)
• A clear career pathway within a growing, forward-thinking firm
• Inclusive and team-driven culture with regular development check-ins
• Pension, holiday allowance, and additional company benefits

If you're ready to elevate your paraplanning career in a professional environment that values technical excellence and personal growth, apply now to explore this exciting opportunity.