Paraplanner

Ortus PSR Ltd.; Greater Manchester; Hybrid; GBP 40,000 - 48,000; Full time

Job summary

A leading Chartered Financial Planning firm is seeking a skilled Paraplanner to join their award-winning team. This hybrid role allows for one day in the office per week and offers a competitive salary up to £48,000 based on a 34.5-hour workweek. The ideal candidate will have proven experience in financial planning and industry software knowledge. This is a fantastic opportunity for career development in a supportive, collaborative environment, where individual contributions are valued highly.

Benefits

Competitive salary

Professional development opportunities

Collaborative work environment

Qualifications

• Proven experience in financial planning within a paraplanning role.
• High level of professionalism and client service skills.
• Commitment to ongoing professional development.

Responsibilities

• Analyze client portfolios to develop effective financial strategies.
• Produce accurate suitability letters and compliance documentation.
• Conduct product research to create tailored financial solutions.
• Construct portfolios in line with client risk profiles.
• Provide administrative support during peak periods.

Skills

Financial planning expertise

Proficiency in financial planning software

Attention to detail

Client service orientation

Education

Level 4 Diploma in Financial Planning or part-qualified

Job description

Paraplanner – Chartered IFA firm | hybrid working 1 day a week in the office

A leading Chartered Financial Planning firm is seeking a skilled and motivated Paraplanner to join its award-winning team. With a competitive salary of up to £48,000 (based on approximately 34.5 hours per week) and the opportunity to work from home, this role offers an exceptional chance to develop a long-term career within a highly respected organisation.

Due to strong demand, opportunities of this calibre are rare and applications are encouraged promptly.

Why Join?

This firm is recognised for its industry-leading expertise, robust strategies, and consistently strong client outcomes. Employees become part of a collaborative environment of top-tier professionals who actively share knowledge and success. Each team member plays a direct role in shaping significant client financial milestones.

The company is committed to investing in its people, offering attractive rewards and benefits that grow alongside the business. Individual contributions are not only valued but considered essential to ongoing success.

Key Responsibilities:

• Analyse client portfolios using advanced analytical models to develop effective financial strategies

• Produce clear, accurate suitability letters, reports, and detailed compliance documentation to the highest industry standards

• Conduct in-depth product research alongside consultants to create tailored financial solutions

• Construct portfolios in line with client risk profiles and a globally respected asset allocation model

• Provide essential administrative and technical support during peak periods to ensure smooth client and adviser operations

The Ideal Candidate:

• Has proven experience in financial planning, with a background in a dedicated paraplanning role

• Confident using industry financial planning software

• Holds a Level 4 Diploma or is part-qualified, with a strong commitment to ongoing professional development

• Demonstrates accuracy, professionalism, and a proactive approach to client service

Culture & Career Development:

The firm promotes a culture built on fairness, innovation, and mutual respect. It offers a supportive environment that encourages long-term growth, professional development, and excellence at every level. Employees are empowered to contribute meaningfully while being supported at every stage of their career.

This is an opportunity to join a forward-thinking financial planning practice and play a key role in shaping the future of the profession.

Applications are now invited for this outstanding paraplanning opportunity.