Paraplanner / Senior Technical Consultant

Ortus PSR; Greater London; Hybrid; GBP 65,000 - 70,000; Full time

Benefits offered by this job

Bonus 10%

Full benefits package

Hybrid working (London office 2 days)

Job summary

Ortus PSR Ltd in London is seeking a Chartered Paraplanner or near-chartered Senior Technical Consultant to partner with a Senior Adviser. You will attend client meetings, own the technical analysis of trusts, IHT, pensions and investments, and build lifetime cashflow models into robust financial plans.

The role offers hybrid working two days a week in the London office, with a clear path to senior technical leadership and a supportive team environment.

Qualifications

• Chartered or close to it (Diploma qualified minimum) with Chartered status within reach.
• Paraplanning experience in the independent sector, working with high net worth clients.
• Strong technical knowledge across IHT, Trusts, CGT, investments, and pension.

Responsibilities

• Partner with a Senior Adviser, preparing for and attending client meetings two days a week in the London office.
• Lead the technical analysis on Trusts, Inheritance Tax, Pensions and investments for high net worth clients.
• Build lifetime cashflow models (Voyant) and turn them into joined-up financial plans covering legacy and succession.
• Write comprehensive suitability letters that clients can actually follow.
• Keep the team ahead of legislative and regulatory change.
• Mentor Paraplanner and Administrator as your technical profile grows.

Skills

Paraplanning experience

IHT knowledge

Trusts knowledge

Voyant experience

Intelliflo

Client meetings

Education

Diploma qualified

Chartered status (within reach)

Tools

Voyant

Intelliflo

Job description

Chartered Paraplanner / Senior Technical Consultant - Trusts, IHT & Pensions

Location: London (hybrid, two days a week in the office)

Salary: £65,000 - £70,000 + 10% bonus + full benefits

Job type: Permanent, full time (37.5 hours, Monday to Friday), hybrid 2 days a week in the London office

Be the technical partner a Senior Adviser relies on

Most paraplanning roles keep you behind a desk, writing up meetings you never attended. This one puts you in the room.

Our client, an independent, fiancial planner, who is looking for a chartered (or close to chartered) Paraplanner to work one-to-one with a Senior Adviser in London. You will sit alongside them in client meetings, own the technical thinking behind the advice, and see your work land with clients who value it.

The adviser is happy to hand over the technical heavy lifting. They want a self-starter who can pick up a live caseload and run with it.

The role

• Work directly with a Senior Adviser as their technical partner, preparing for and attending client meetings two days a week in the London office
• Take detailed meeting notes and follow up every technical point afterwards
• Lead the technical analysis on Trusts, Inheritance Tax, Pensions and investments for high net worth clients
• Build lifetime cashflow models (Voyant) and turn them into clear, joined-up financial plans covering legacy and succession, contingency, tax and asset allocation
• Write comprehensive suitability letters that clients can actually follow
• Keep the team ahead of legislative and regulatory change
• Be supported by a Paraplanner and an Administrator, with scope to mentor and help develop your colleague as your own technical profile grows

About you

• Chartered, or close to it (Diploma qualified as a minimum, with Chartered status achieved or well within reach)
• Paraplanning experience in the independent sector, working with high net worth clients
• Strong technical knowledge across IHT, Trusts, CGT, investments,and pension
• A real belief in the value of lifetime cashflow modelling, ideally with Voyant experience
• Experience with owner-managed business clients is a bonus, as is Intelliflo
• Resilient, proactive and comfortable in a busy team, with the confidence to work largely unsupervised
• Happy to be in the London office two days a week, forclient meetings

A note on where this role leads

This is a technical career role. We are looking for someone who loves the craft of complex planning and wants to build a long-term career as a senior technical specialist. If becoming an adviser is part of your longer-term thinking, we are happy to talk about that openly. It is not a route to advising in the short term, and we would rather be clear about that from the start.

What you get

• £65,000 - £70,000 salary depending on experience
• 10% bonus: half based on your own performance, half on company performance, with the company element uncapped (it has paid out above target in recent years)
• Full benefits package
• Hybrid working: two days a week in the London office
• A genuinely independent firm that gives objective advice, not product-led advice, in a market that is consolidating fast
• Real exposure to complex planning and clients, not just case preparation