Paraplanner

Ortus PSR; Gloucester; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid work model

RO exam support

Career progression opportunities

Job summary

Ortus PSR, a growing financial planning firm in the United Kingdom, seeks a Paraplanner to join its expanding team and build strong technical foundations in a supportive, collaborative environment.

The role provides hands-on experience across complex planning areas, with mentoring from senior advisers and exam support for RO qualifications, plus hybrid working (2 days in the office, 3 from home) and progression opportunities.

Qualifications

• Strong numerical and analytical skills required.
• Good attention to detail and organisation.
• Willingness to learn and develop technical knowledge.

Responsibilities

• Support senior paraplanners with research, calculations, and report preparation.
• Assist with fact-finds using meeting notes and digital note-taking tools.
• Draft sections of suitability reports and client documentation.
• Carry out product, platform, and fund research.
• Assist with cashflow modelling and scenario planning.
• Liaise with administrators to ensure accurate and timely case progression.
• Maintain accurate records in back-office systems.
• Support planning across areas including pensions, investments, protection, and basic estate planning.
• Ensure work is completed in line with compliance and regulatory standards.

Skills

Numerical skills

Analytical thinking

Attention to detail

Willingness to learn

Education

RO exams in progress

Job description

A growing and well-established financial planning firm is seeking a Paraplanner to join its expanding team. This role is ideal for someone in their paraplanning career who is looking to build strong technical foundations within a supportive, collaborative environment.

The firm offers exposure to holistic financial planning, structured development, and the opportunity to work alongside experienced paraplanners and senior advisers on a wide range of client cases.

Salary & Benefits: £35,000 - £45,000, hybrid working 2 days in the office and 3 from home and exam progress

The Paraplanner will support senior paraplanners and advisers across the full advice process, gradually taking on more responsibility as technical knowledge and confidence develop. This role provides hands‑on experience across complex planning areas, with strong mentoring and exam support for those progressing through their RO qualifications.

Key Responsibilities

• Support senior paraplanners with research, calculations, and report preparation
• Assist with fact-finds using meeting notes and digital note-taking tools
• Draft sections of suitability reports and client documentation
• Carry out product, platform, and fund research
• Assist with cashflow modelling and scenario planning
• Liaise with administrators to ensure accurate and timely case progression
• Maintain accurate records in back-office systems
• Support planning across areas including pensions, investments, protection, and basic estate planning
• Ensure work is completed in line with compliance and regulatory standards

Skills & Experience Required

• Experience in a financial planning, paraplanning, or technical support role
• Candidates part way through RO exams (or actively studying)
• Strong numerical and analytical skills
• Good attention to detail and organisation
• Willingness to learn and develop technical knowledge

This role suits someone who is motivated, curious, and keen to develop within financial planning. The firm values individuals who take ownership of their learning, adapt well to change, and enjoy working collaboratively rather than within rigid corporate structures.