Paraplanner

Ortus PSR Ltd.; Exeter; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A respected Chartered Financial Planning firm in Exeter is seeking a skilled Paraplanner to join their dynamic team. This role offers flexible working arrangements and genuine career progression opportunities, allowing you to collaborate closely with Financial Planners while providing tailored financial solutions. With a strong commitment to employee wellbeing and professional development, this is an ideal opportunity for those looking to make an impactful contribution in wealth management.

Benefits

Competitive salary + discretionary bonus

25 days annual leave + bank holidays

Flexible benefits including buy/sell holiday

Access to Private Medical Insurance

Enhanced maternity and paternity pay

Pension contribution matched up to 6%

Death in service: 3x annual salary

24-hour Employee Assistance Programme

Qualifications

• Experience as a Paraplanner in an IFA or wealth management environment.
• Strong understanding of financial planning principles and compliance.
• Proficiency with financial planning software essential.

Responsibilities

• Collaborate with Financial Planners to deliver tailored financial solutions.
• Conduct in-depth research and analysis across pensions, investments, and tax planning.
• Produce high-quality suitability reports and cashflow models.

Skills

Financial planning principles

Regulatory frameworks

Analytical skills

Detail-oriented

Written communication

Team player

Proactive solutions-focused

Education

Diploma in Financial Planning (DipPFS)

Advanced Diploma (or working towards)

Tools

Intelliflo

Voyant

FE Analytics

Job description

Paraplanner | Hybrid & Flexible Working | Career Progression in Wealth Management

Are you a skilled Paraplanner ready to take the next step in your career? Join a highly respected Chartered Financial Planning firm that puts client service, innovation, and professional development at the core of everything they do. This is a fantastic opportunity to contribute to a dynamic team in Exeter.

Why This Role?

• Be part of a collaborative team that values your input and expertise.
• Access flexible working arrangements including hybrid office/home working and part-time options.
• Enjoy genuine opportunities for career progression within a growing wealth management business.
• Work in a supportive culture that prioritises employee wellbeing and personal development.

Salary, Benefits & Perks

• Competitive salary (DOE) + discretionary bonus schemes
• 25 days annual leave + bank holidays
• Flexible benefits including buy/sell holiday, Cycle to Work, Private Medical Insurance
• Enhanced maternity and paternity pay (after one year’s service)
• Pension contribution matched up to 6% after 4 years’ service
• Death in service: 3x annual salary
• Access to Westfield Rewards, health scheme & 24-hour Employee Assistance Programme
• Commission schemes for introducing clients and staff

What You’ll Be Doing

• Collaborate with Financial Planners to deliver tailored financial solutions.
• Conduct in-depth research and analysis across pensions, investments, protection, and tax planning.
• Produce high-quality, compliant suitability reports, cashflow models and product recommendations.
• Stay on top of financial markets and products, supporting advice that meets clients’ evolving needs.
• Use Intelliflo Office and other leading technology platforms to manage workflows and reports.
• Provide technical support during client meetings, offering insight and value to the advice process.

What We’re Looking For

• Experience as a Paraplanner in an IFA or wealth management environment.
• Strong understanding of financial planning principles, regulatory frameworks, and compliance requirements.
• Excellent written communication and analytical skills, with a keen eye for detail.
• Proficiency with financial planning software (e.g., Intelliflo, Voyant, FE Analytics).
• Diploma in Financial Planning (DipPFS) essential; Advanced Diploma (or working towards) desirable.
• A team player with a proactive, solutions-focused approach.

Ready to Take the Next Step?

If you’re looking for a Paraplanner role where your skills and ideas are valued, and where you can truly develop your career, we’d love to hear from you. Apply now to join a team where you can make a meaningful impact on clients’ financial futures.