Paraplanner

Ortus PSR Ltd.; Portslade by Sea; Hybrid; GBP 40,000 - 48,000; Full time

Job summary

A leading wealth management firm is seeking an experienced Paraplanner to deliver tailored financial solutions. Based in Portslade by Sea, this role offers a salary up to £48,000, hybrid working options, and opportunities for career development. Candidates should have experience in financial planning, a diploma in regulated financial planning, and strong analytical skills.

Benefits

Competitive salary

Generous holiday allowance

Pension scheme

Life assurance

Employee wellbeing initiatives

Qualifications

• Proven experience as a Paraplanner within the Wealth Management sector.
• Progress towards a Diploma in Regulated Financial Planning.
• Exceptional understanding of compliance requirements.

Responsibilities

• Prepare detailed client reports and recommendations across pensions, investments, and protection.
• Conduct research and analysis to ensure solutions align with clients' financial goals.
• Ensure all advice complies with regulatory standards.

Skills

Technical knowledge of financial products

Strong analytical skills

Organizational skills

Client-focused mindset

Education

Diploma in Regulated Financial Planning (DipPFS)

Job description

Advance Your Career as a Paraplanner with a Leading Wealth Management Firm

Are you an experienced Paraplanner seeking a role where your expertise is valued and rewarded? A well-established Wealth Management firm is offering an exciting opportunity to join their team as a Paraplanner, providing tailored financial planning solutions that truly make a difference in clients’ lives. With a salary of up to £48,000, this role combines professional growth with the chance to work within a firm renowned for its collaborative and client-focused ethos. on offer is also hybrid working arrangements 3 dasy in the office and 2 from home

Why This Firm?

This firm has built its reputation on delivering clarity, confidence, and tailored financial strategies to its clients. Their culture thrives on collaboration, innovation, and excellence, creating an environment where every team member feels empowered to contribute to their success. As a Paraplanner, you’ll play a pivotal role in the firm’s mission to simplify financial planning while being supported to grow both professionally and personally.

What’s on Offer?

• Attractive Compensation: A competitive salary of up to £48,000, reflecting your skills and experience.
• Career Development: Support to expand your expertise, including opportunities to further professional qualifications.
• Work-Life Balance: Flexible hybrid working options to fit your needs.
• Comprehensive Benefits:
  • Generous holiday allowance to recharge and relax.
  • Pension scheme and life assurance.
  • Access to employee wellbeing initiatives and team-building events.

Your Role as a Paraplanner

As a key member of the team, you’ll work closely with Financial Advisors to deliver high-quality support and technical expertise. Your responsibilities will include:

• Preparing detailed client reports and recommendations across pensions, investments, and protection.
• Conducting research and analysis to ensure solutions align with clients’ financial goals.
• Ensuring all advice complies with regulatory standards and maintaining accurate records.
• Building strong relationships with clients and product providers, ensuring a seamless experience.

Who We’re Looking For

The ideal candidate will have:

• Proven experience as a Paraplanner within the Wealth Management or Financial Planning sector.
• A Diploma in Regulated Financial Planning (DipPFS) or progress towards this qualification.
• Exceptional technical knowledge of financial products and compliance requirements.
• Strong analytical and organisational skills, with a client-focused mindset.