Paraplanner

Ortus PSR Ltd.; Nottingham; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A leading independent wealth management firm is seeking an experienced Paraplanner to provide high-quality analysis and research within a flexible hybrid working environment. The role involves delivering technical research, preparing reports, and collaborating with financial advisers to achieve client outcomes. This position offers structured progression, a flexible benefits package, and support for continued professional development.

Benefits

Flexible Benefits Package

Study Support

Private Medical Insurance

Extra Leave

Qualifications

• Minimum of 3 years’ experience in a Paraplanning role.
• Experience in a UK-based IFA or Wealth Management setting.
• Strong analytical and report-writing skills with a commitment to compliance.

Responsibilities

• Deliver detailed technical research across pensions and investments.
• Prepare suitability reports and maintain client records.
• Work collaboratively with advisers to enhance client outcomes.

Skills

Analytical skills

Report writing

Attention to detail

Education

Diploma in Regulated Financial Planning (Level 4 or above)

Tools

Intelligent Office

Finametrica

FE Analytics

Job description

Paraplanner

Location: Hybrid (UK-based, with flexible remote working options)
Salary: £40,000 – £45,000 (DOE) + Bonus + Flexible Benefits Package + Study Support

Are you an experienced Paraplanner ready for the next step in your career? Do you want to work in a collaborative and values-driven environment where your technical expertise plays a pivotal role in client outcomes?

This is your chance to join a leading independent wealth management firm that supports thousands of individuals and businesses across the UK. Whether guiding private clients through complex pension and estate planning or helping employers enhance their workplace benefits, this firm is known for clear advice, strong relationships, and a forward-thinking approach.

Built on a foundation of integrity, empathy, and excellence, this is a place where your contribution will be recognised, your growth will be nurtured, and your wellbeing prioritised.

Why This Opportunity Stands Out

• Genuine Hybrid Working – Embrace autonomy and flexibility with a fully agile setup
• Structured Progression Pathways – Transparent salary uplifts linked to qualifications
• Tailored Benefits (5% Flex Allowance) – From Private Medical Insurance to extra leave
• Supportive Culture – Work with like-minded professionals in a value-led environment

The Role: Paraplanner

As a key member of the operations and planning support team, you’ll work closely with a group of Financial Advisers, providing high-quality research, analysis, and suitability reports. This role is ideal for someone who thrives in a technical, client-focused setting and takes pride in getting the detail right.

Key Responsibilities:

• Deliver detailed technical research across pensions, investments, protection, and estate planning
• Prepare suitability reports and recommendation packs to high compliance standards
• Support cashflow modelling and scenario planning
• Maintain accurate client records using leading industry software
• Work collaboratively with advisers to fine-tune advice strategies and enhance client outcomes

What You’ll Bring

Essential:

• Diploma in Regulated Financial Planning (Level 4 or above)
• Minimum of 3 years’ experience in a Paraplanning role
• Experience in a UK-based IFA or Wealth Management setting
• Strong analytical and report-writing skills
• Attention to detail and commitment to compliance best practices

Desirable:

• Experience with tools such as Intelligent Office, Finametrica, or FE Analytics
• Exposure to corporate financial planning, employee benefits, or business protection
• Familiarity with cashflow modelling platforms and financial planning software

Success in the Role Will Be Measured By:

• Meeting SLAs and accuracy benchmarks for reports and research
• Adviser and client satisfaction feedback
• Adherence to regulatory and internal quality standards
• Contribution to team and business objectives

Ready to Elevate Your Career in Wealth Management?

If you’re a proactive, detail-driven Paraplanner who wants to make a real difference while developing your own career in a respected, people-focused firm — this could be the ideal move for you.

Apply now to explore how your next chapter in financial services could look.