Paraplanner

Ortus PSR Ltd.; Stoke Pound; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Private healthcare

Pension scheme

Chartered status support

Flexible benefits

Job summary

Ortus PSR Ltd. is seeking a Paraplanner to join our advisory team in a hybrid role. You will craft technically robust recommendations for high-net-worth clients, supporting Chartered Advisers while ensuring compliant, high-quality advice experiences.

You'll research pensions, investments, estate planning, and tax considerations, draft bespoke suitability reports, and mentor junior paraplanners. A Level 4 Diploma in Regulated Financial Planning and strong report-writing skills are essential; the

Qualifications

• Level 4 Diploma in Regulated Financial Planning is required.
• Strong report-writing, research, and analytical skills are essential.
• Attention to detail and compliance-minded approach.

Responsibilities

• Conduct in-depth research across pensions, investments, protection, and estate planning.
• Draft bespoke suitability reports aligned to client goals and circumstances.
• Analyse client portfolios and support senior advisers with high-quality, compliant advice.

Skills

Analytical skills

Research skills

Report writing

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Paraplanner | Hybrid | Up to £45K + Benefits | Career Progression

Company Overview

Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence?

Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth.

The Opportunity

• Salary up to £45,000 depending on experience
• Full-time, permanent position with hybrid working
• Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone
• Access structured CPD, exam support, and mentoring from senior technical professionals

Your Role as a Paraplanner

As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience.

Key Responsibilities:

• Conduct in-depth research across pensions, investments, protection, and estate/IHT planning
• Draft bespoke suitability reports aligned to each client's goals and financial circumstances
• Analyse client portfolios and evaluate performance against risk profiles and benchmarks
• Contribute to the development of sophisticated strategies for HNW clients
• Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes
• Mentor and provide guidance to junior paraplanners and trainees

What We're Looking For

• Level 4 Diploma in Regulated Financial Planning
• Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning
• Exceptional report-writing, research, and analytical skills
• A detail-oriented mindset with a commitment to accuracy and compliance
• A collaborative and proactive attitude, with a desire to continuously improve and grow

Benefits

• Competitive salary up to £45,000
• Hybrid working model (office & remote blend)
• Full support toward Chartered status or further exams
• Private healthcare, pension scheme, life assurance, and flexible benefits
• A modern, supportive working environment with strong peer networks
• Regular team events, technical workshops, and personal development sessions