Paraplanner

Ortus PSR Ltd.; Farnham; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

Ortus PSR Ltd., an award-winning wealth management firm, is seeking a meticulous Paraplanner to join its collaborative team. The successful candidate will provide bespoke financial planning solutions to high-net-worth individuals and business owners, ensuring compliance and client-centric recommendations. With structured career growth towards Chartered status and a competitive salary, this is a prime opportunity for aspiring finance professionals.

Benefits

Performance-based bonus

Private healthcare

Contributory pension scheme

Clear career progression opportunities

Qualifications

• Level 4 Diploma in Regulated Financial Planning or working towards Chartered status.
• Strong technical knowledge of pensions, investments, and tax planning.
• Experience writing suitability reports and conducting technical analysis.

Responsibilities

• Conduct in-depth research and analysis to support Financial Planners.
• Prepare comprehensive suitability reports and financial plans.
• Ensure recommendations align with client objectives and FCA compliance.

Skills

Technical knowledge across pensions

Technical knowledge across investments

Technical knowledge across tax planning

Writing suitability reports

Conducting technical analysis

Familiarity with financial planning platforms

Cashflow modelling software

Detail-oriented mindset

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Intelligent Office

FE Analytics

Job description

Are you a meticulous Paraplanner who thrives in a high-calibre, client-focused environment? Do you want to work with an award-winning wealth management firm that values expertise, integrity, and collaboration? If so, this is your chance to become a key player in a firm that delivers truly bespoke financial planning solutions to high-net-worth individuals and business owners.

Why This Firm?

• Excellence in Wealth Management – Work with a highly regarded firm known for its tailored approach to financial planning.
• Strategic Career Growth – Develop your expertise with structured learning and progression pathways towards Chartered status.
• Collaborative & Supportive Team – Join a culture that values knowledge-sharing, integrity, and professional development.
• Modern Approach – Work with cutting-edge tools and sophisticated financial planning technology to provide best-in-class client solutions.

Your Role & Impact

As a Level 4 Diploma Qualified Paraplanner, you will play an integral role in delivering high-quality financial advice, ensuring every recommendation is tailored to meet the unique needs of clients. Your expertise will directly influence financial strategies and long-term client success.

Key Responsibilities:

• Conduct in-depth research and analysis to support Financial Planners.
• Prepare comprehensive suitability reports and financial plans.
• Ensure recommendations align with client objectives and FCA compliance.
• Use advanced financial planning tools (e.g., Intelligent Office, FE Analytics, Cashflow Modelling).
• Maintain a proactive approach to industry developments and technical advancements.

What We’re Looking For:

• Level 4 Diploma in Regulated Financial Planning (or working towards Chartered).
• Strong technical knowledge across pensions, investments, and tax planning.
• Experience in writing suitability reports and conducting technical analysis.
• A proactive, detail-oriented mindset with a passion for high-quality financial advice.
• Familiarity with financial planning platforms and cashflow modelling software.

The Rewards:

• Competitive salary with a performance-based bonus.
• Full support towards achieving Chartered Status and further professional development.
• Hybrid working options for flexibility and work-life balance.
• Private healthcare, a contributory pension scheme, and enhanced benefits.
• Clear career progression opportunities within a growing and ambitious firm.