Paraplanner

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

Job summary

A leading financial planning firm seeks a skilled Paraplanner to provide expert support to Financial Planners. You will research, analyze, and draft bespoke financial strategies for client goals in a hybrid working environment. Ideal candidates should have strong technical knowledge, excellent communication skills, and a commitment to compliance.

Benefits

Flexible working arrangements

Ongoing support for professional development

Some travel for client meetings

Qualifications

• At least 3 years’ experience in a financial advice environment.
• 1+ year dedicated paraplanning experience.
• Detail-oriented mindset with commitment to compliance.

Responsibilities

• Conduct in-depth research and analysis to support client recommendations.
• Prepare comprehensive financial planning reports and suitability letters.
• Monitor and manage client review processes and follow-ups.

Skills

Technical Knowledge in Financial Planning

Research and Analysis

Excellent Communication

Organizational Skills

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Paraplanner – Wealth Management | Hybrid Working | Competitive Salary + Benefits

We are seeking a skilled and driven Paraplanner to join a highly regarded financial planning team, providing expert technical support to Financial Planners in delivering tailored advice and solutions to clients.

As a key part of the advice process, you will play a vital role in researching, analysing, and crafting bespoke financial strategies and suitability reports that help clients meet their goals. This is a fantastic opportunity to further your career in a professional, client-centric environment.

What You’ll Be Doing:

• Conduct in-depth research and analysis to support client recommendations
• Prepare comprehensive financial planning reports and suitability letters
• Model cashflows and analyse client data to support holistic advice
• Collaborate closely with Financial Planners and internal teams to ensure a seamless client experience
• Liaise with product providers and third parties to gather essential information
• Monitor and manage client review processes and follow-ups
• Stay up to date with regulatory changes and maintain CPD

What We’re Looking For:

• A minimum Level 4 Diploma in Regulated Financial Planning
• At least 3 years’ experience in a financial advice environment
• 1+ year dedicated paraplanning experience
• Strong technical knowledge across pensions, investments, protection, and tax planning
• Excellent communication and organisational skills
• A detail-oriented mindset with a commitment to compliance and professionalism

Additional Info:

• Some travel may be required for client meetings
• Flexible working arrangements available
• Ongoing support for professional development and qualifications