Paraplanner

Ortus PSR Ltd.; Marlow; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Competitive salary up to £60k

25 days annual leave

Company pension with 4% NI

Death in service £200k

Private medical cover

Study support toward Chartered

Hybrid working

Job summary

Ortus PSR Ltd. in the UK is seeking an experienced Paraplanner to support a Chartered Financial Adviser on high-value, technically complex portfolios for HNW clients.

You will craft bespoke reports, conduct in-depth research on pensions, tax planning, ISAs, IHT and trusts, and contribute to detailed cashflow modelling and regulatory compliant documentation.

Hybrid role: 3 days in Marlow office and 2 days remote; 60k salary with study support toward Chartered status.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (CII or equivalent) required.
• Proven paraplanner experience supporting Financial Advisers.
• Experience with high-net-worth or complex planning environments.
• Strong pensions, ISAs, IHT, trusts and tax-efficient investing knowledge.
• Advanced report writing and analytical skills.
• Hybrid work: 3 days in-office, 2 days from home.

Responsibilities

• Craft bespoke financial planning reports and suitability letters.
• Conduct in-depth technical research across pensions, tax planning, IHT, investments, and protection.
• Build detailed lifetime cashflow modelling (e.g., Voyant or CashCalc).
• Attend client meetings alongside a Chartered Adviser to provide support.
• Ensure regulatory compliance and accurate documentation (FCA standards).
• Contribute to complex strategy formulation for HNW clients.

Skills

Report writing

Analytical skills

Technical knowledge

Financial planning

Education

Level 4 Diploma

Tools

Voyant

FE Analytics

Intelligent Office

Job description

Where Expertise Meets Purpose – Join a Chartered Wealth Management Firm with £1.2M+ AUM per Client average

Are you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm serving discerning high-net-worth (HNW) clients in London. We’re a Chartered Financial Planning firm known for personalised, holistic wealth strategies—not volume-driven advice.

Responsibilities

In this role, your technical acumen will directly shape the outcomes of affluent professionals and business owners. Key responsibilities include:

• Crafting bespoke financial planning reports and suitability letters

• Conducting in-depth technical research across pensions, tax planning, IHT, investments, and protection

• Building detailed lifetime cashflow modelling (e.g., Voyant or CashCalc)

• Attending client meetings alongside a Chartered Adviser to offer real-time support

• Ensuring regulatory compliance and excellence in documentation (FCA standards)

• Playing an integral role in complex strategy formulation for HNW clients

Requirements

We’re looking for an experienced, motivated professional who thrives in an intellectually stimulating and detail-oriented environment.

Essential:

• Level 4 Diploma in Regulated Financial Planning (CII or equivalent)

• Proven experience in a Paraplanner role supporting Financial Advisers

• Exposure to high-net-worth or complex financial planning environments

• Strong technical knowledge across pensions, ISAs, IHT, trusts, and tax-efficient investing

• Advanced report writing and analytical skills

• Comfortable working in a hybrid environment (3 days in-office, 2 from home)

Desirable:

• Working towards Chartered Financial Planner status

• Experience using financial planning tools (e.g., Voyant, FE Analytics, Intelligent Office)

Benefits

Your expertise will be rewarded with a generous and thoughtful benefits package that reflects the high-value nature of the work:

• Competitive base salary: up to £60,000 (DOE)

• 25 days annual leave plus bank holidays

• Company pension with National Insurance advantage (4%)

• Death in service cover (up to £200,000)

• Private medical cover (CashPlan scheme)

• Full study support toward Chartered or further professional qualifications

• Hybrid working model to support your work-life balance

Location & Work Type

• Hybrid: 3 days in our Marlow office, 2 days remote working

• Client base: London-based professionals and executives

• Full-time | Permanent