Paraplanner

Ortus PSR; Tyburn; Hybrid; GBP 29,000 - 48,000; Full time

Job summary

N/A is seeking a Paraplanner to join a dynamic wealth management team in a hybrid role based in Birmingham. The firm delivers holistic financial planning for high-net-worth clients, business owners and families, ensuring reports are accurate, compliant and aligned with client goals.

The Paraplanner will prepare technically sound reports, conduct in-depth research and support advisors in delivering independent financial planning that enhances client outcomes.

Qualifications

• Level 4 Diploma in Regulated Financial Planning or near completion.
• Strong technical knowledge of UK financial products and services.
• Experience using financial planning software (Voyant, FE Analytics, Intelliflo Office).
• Excellent written and verbal communication skills.
• High attention to detail with strong organisational and analytical skills.

Responsibilities

• Draft FCA-compliant suitability reports for investments, pensions, protection, estate and tax planning.
• Conduct detailed technical research to support financial recommendations.
• Interpret fact-finds, cashflow models, attitude to risk assessments, and client goals.
• Carry out cashflow modelling and scenario planning to demonstrate potential outcomes.
• Liaise with product providers, clients, and support teams to ensure data accuracy and report completeness.
• Maintain an understanding of tax legislation, investment structures, and planning opportunities.
• Contribute to refining internal processes and improving client outcomes.

Skills

Technical knowledge of UK financials

Excellent communication

Attention to detail

Analytical ability

Team collaboration

Education

Level 4 Diploma in Regulated Financial Planning (or near completion)

Tools

Voyant

FE Analytics

Intelliflo Office

Job description

Paraplanner – Hybrid | Holistic Financial Planning | Up to £48K | Birmingham

A dynamic and values-driven wealth management firm is seeking a dedicated Paraplanner to join its growing team. Known for delivering tailored, holistic financial advice, the firm supports high-net-worth individuals, business owners, and families in making confident, long-term financial decisions.

With a strong emphasis on trust, clarity, and professional integrity, this firm integrates investment, tax, pension, and estate planning strategies to help clients achieve financial peace of mind. The Paraplanner plays a pivotal role in ensuring advice is precise, compliant, and fully aligned with each client’s unique objectives.

The Paraplanner supports Advisers in delivering high-quality, independent financial planning by preparing technically sound reports, conducting in-depth research, and ensuring each recommendation is backed by analysis and regulatory standards. The role suits someone who enjoys contributing meaningfully behind the scenes while helping clients achieve long-term financial wellbeing.

Key Responsibilities

• Draft clear, FCA-compliant suitability reports for areas such as investments, pensions, protection, estate, and tax planning
• Conduct detailed technical research to support financial recommendations
• Interpret fact-finds, cashflow models, attitude to risk assessments, and client goals
• Carry out cashflow modelling and scenario planning to demonstrate potential outcomes
• Liaise with product providers, clients, and support teams to ensure data accuracy and report completeness
• Maintain a thorough understanding of tax legislation, investment structures, and planning opportunities
• Contribute to refining internal processes and improving client outcomes

Required Skills & Experience

• Level 4 Diploma in Regulated Financial Planning or close to completing (CII or equivalent)
• Strong technical knowledge of UK financial products and services
• Experience using financial planning software (e.g., Voyant, FE Analytics, Intelliflo Office)
• Excellent written and verbal communication skills
• High attention to detail, with strong organisational and analytical skills

Personal Attributes

• Professional, discreet, and client-centric
• Solution-oriented, with a strong sense of integrity
• Thrives in a collaborative, forward-thinking team
• Brings clarity and logic to complex financial scenarios