Paraplanner

Ortus PSR Ltd.; Mole Valley; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A reputable wealth management firm in the UK is seeking a qualified paraplanner to join their team. This role involves preparing financial suitability reports, conducting client research, and ensuring compliance with regulations. Candidates should have a Level 4 Diploma in Regulated Financial Planning and experience within an IFA or wealth management firm. The position offers a competitive salary of £45,000–£55,000, hybrid working, and a supportive team culture. Apply now for this rewarding opportunity.

Benefits

Annual bonus

Hybrid working (2–3 days from home per week)

Study support for Chartered exams

25 days holiday plus bank holidays

Pension scheme and life assurance

Supportive, professional team culture

Qualifications

• Experience in a paraplanning role within an IFA or wealth management firm.
• Knowledge of pensions, investments, and broader financial planning principles.
• Chartered status (or working towards it) would be a plus.

Responsibilities

• Preparing suitability reports across pensions, investments, protection, and estate planning.
• Conducting technical product and provider research.
• Supporting advisers with meeting preparation and follow‑up.
• Analysing clients’ current financial situations and recommending appropriate planning strategies.
• Ensuring all reports and plans are compliant with FCA regulations.
• Liaising with product providers and internal teams to support the advice process.

Skills

Written communication

Analytical skills

Client engagement

Team collaboration

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Voyant

Intelligent Office

FE Analytics

Job description

Company Overview

This is an opportunity to join a well‑established, independent wealth management firm with a reputation for high standards, client‑first service, and collaborative working. The business supports long‑term financial wellbeing through tailored advice and planning, with paraplanners playing an integral role in the delivery of that service.

Role Overview

The firm is looking for a qualified paraplanner who enjoys working closely with advisers to develop detailed financial strategies. This role is suited to someone who is comfortable engaging with clients when required, confident in handling a range of financial planning areas, and keen to be part of a quality‑driven environment.

Key Responsibilities

• Preparing suitability reports across pensions, investments, protection, and estate planning
• Conducting technical product and provider research
• Supporting advisers with meeting preparation and follow‑up
• Analysing clients’ current financial situations and recommending appropriate planning strategies
• Ensuring all reports and plans are compliant with FCA regulations
• Liaising with product providers and internal teams to support the advice process

Requirements

• Level 4 Diploma in Regulated Financial Planning (essential)
• Experience in a paraplanning role within an IFA or wealth management firm
• Knowledge of pensions, investments, and broader financial planning principles
• Excellent written communication and analytical skills
• Comfortable working independently and as part of a team
• Experience using financial planning tools and CRM systems (e.g. Voyant, Intelligent Office, FE Analytics) is an advantage
• Chartered status (or working towards it) would be a plus but is not essential

Benefits

• Salary of £45,000–£55,000 depending on experience
• Annual bonus
• Hybrid working (2–3 days from home per week)
• Study support for Chartered exams if desired
• 25 days holiday plus bank holidays
• Pension scheme and life assurance
• Supportive, professional team culture

How to Apply

If you’re a qualified paraplanner looking for a stable, rewarding role within a respected wealth management firm, we’d love to hear from you. Apply now or get in touch for a confidential conversation.