Paraplanner - Hybrid Role with Chartered Path & CPD Support

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

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