Paraplanner

Ortus PSR Ltd.; Weybridge; Hybrid; GBP 60,000 - 65,000; Full time

Job summary

A leading boutique IFA firm is seeking an experienced Paraplanner to support a client director and deliver high-quality financial planning to HNW clients. This role offers a hybrid work environment and involvement in regulatory compliance, client meetings, and the crafting of personalized financial plans.

Qualifications

• Experience in a paraplanning role within independent financial services for HNW clients.
• Strong understanding of financial planning and investment products.

Responsibilities

• Prepare for and participate in client meetings, and create suitable financial plans.
• Collect and analyze client data and develop cashflow models.

Skills

Asset allocation

Investment products

Tax planning

Pension transfers

Cashflow modeling

Education

Chartered Financial Planner status

Tools

Intelliflo

Cashflow modeling software (e.g., Voyant)

Job description

Paraplanner Opportunity – Elevate Your Career in Financial Planning - with work from home.

An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW) clients. This client-facing role offers the chance to be part of an award-winning wealth management firm known for its exceptional client service and people-focused culture.

Why Join This Team? This organisation is a leading boutique IFA firm specialising in wealth planning, asset management, and employee benefits. Independence allows for truly objective advice centered on client interests, delivered by a team with deep expertise. The firm has been recognised with Corporate Chartered status, representing the highest standards of ethical practice, professionalism, and commitment to quality. It has also been awarded accolades such as Best Financial Advisers to Work For, reflecting its supportive, inclusive, and diverse working environment.

Salary for the Paraplanner role is £60,000 - £65,000

Key Responsibilities:

• Prepare for and participate in client meetings, taking detailed notes and addressing post-meeting technical queries.
• Collect and analyse comprehensive client data for detailed reporting.
• Develop clear and comprehensive suitability letters.
• Create and present personalised lifetime cashflow models, addressing client queries and potential scenarios.
• Craft financial plans that include legacy and tax planning, wealth management, and contingency strategies.
• Conduct ongoing client reviews and manage complex inquiries.
• Stay updated on regulatory changes to ensure compliance and keep the team informed.
• Work closely with technical teams to maintain a consistent, high-quality client experience.
• Support and guide administrative staff on technical matters when required.

Ideal Candidate Profile:

• Experience: Experienced in aparaplanning role within the independent financial services sector, handling sophisticated HNW clients.
• Qualifications: Chartered Financial Planner status or progressing towards it, with AF1 and AF8 modules completed.
• Skills: Strong understanding of asset allocation, investment products, tax planning, and pension transfers. Familiarity with more specialized investment products (e.g., VCTs, EIS) and cashflow modeling tools like Voyant is advantageous.
• Competencies: Proactive problem-solver, analytical thinker, and team player with excellent communication skills.
• Technology: Proficient with Intelliflo and cashflow modeling software.

Work Environment & Benefits: The role is based in Farringdon, London, with a flexible hybrid working arrangement and a requirement to attend most London-based client meetings.

Advance Your Paraplanning Career This is an opportunity for a dedicated professional to join a team that values expertise, encourages growth, and strives for excellence in client service. If you are motivated to deliver high-quality financial planning and thrive in a collaborative environment, consider applying today.