Senior Paraplanner

Ortus PSR; Devon and Torbay; Hybrid; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Support with professional qualificat​s

Career progression

Challenging client cases

Collaborative environment

Development opportunities

Job summary

Ortus PSR in Exeter is seeking an experienced Senior Paraplanner to join its financial planning team. Based in Exeter with two days from home and one day in Taunton, you will work closely with Financial Planners to develop technical strategies and produce compliant suitability reports.

The role requires Level 4 Diploma in Regulated Financial Planning, strong pensions and investments knowledge, and experience in complex cases.

Qualifications

• Strong experience as a Paraplanner in a financial planning or wealth management business.
• CII Level 4 Diploma in Regulated Financial Planning or equivalent.
• Good technical knowledge across pensions and investments.
• Experience producing detailed suitability reports on complex cases.
• Understanding FCA requirements and client outcomes.
• Ability to interpret complex information and communicate clearly.

Responsibilities

• Develop appropriate financial planning strategies with Financial Planners.
• Produce clear, technically accurate, compliant suitability reports.
• Use cashflow modelling to illustrate outcomes.
• Research pensions, investments, protection and tax planning.
• Review fact-finds and risk profiles for gaps.
• Provide technical input and challenge recommendations.

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Cashflow modelling software

CRM systems

Financial planning software

Job description

Senior Paraplanner - Exeter

Exeter £45,000-£50,000 Hybrid working 2 days from home - based in the Exeter office, with one day a week in the Taunton office

An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Exeter.

This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice.

The position would suit an experienced, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process.

The role

You will:

• Work closely with Financial Planners to develop appropriate financial planning strategies
• Produce clear, technically accurate and compliant suitability reports
• Use cashflow modelling and scenario planning to illustrate different client outcomes
• Undertake detailed research across pensions, investments, protection and tax planning
• Review fact-finds, risk profiles and supporting documentation, identifying any gaps before cases progress
• Provide technical input and challenge recommendations where appropriate
• Support more complex financial planning cases involving multiple areas of advice
• Prepare the documentation required for new business and changes to existing arrangements
• Liaise with clients, providers and colleagues to obtain information and resolve technical queries
• Maintain accurate CRM records and ensure cases progress efficiently
• Keep informed of relevant regulatory, taxation and product developments
• Support less experienced colleagues and contribute to improvements across the paraplanning function

About you

You will need:

• Strong experience working as a Paraplanner within a financial planning or wealth management business
• The CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
• Good technical knowledge across pensions and investments
• Experience producing detailed suitability reports and working on more complex advice cases
• A clear understanding of FCA requirements and the importance of delivering good client outcomes
• The ability to interpret complex information and communicate it clearly
• Experience using financial planning software, cashflow modelling tools and CRM systems
• Strong analytical, organisational and problem-solving skills
• Excellent attention to detail and pride in producing consistently high-quality work
• The confidence to question information, identify potential issues and contribute ideas

Progress towards Chartered status would be welcomed, although it is not essential.

What's on offer

• Salary of £45,000-£50,000, depending on experience
• A role based in Exeter, with one day a week in the Taunton office
• Support with further professional qualifications and progression towards Chartered status
• The opportunity to work on varied and technically interesting client cases
• A collaborative working environment with experienced Financial Planners and Paraplanners
• Genuine scope to influence the advice process rather than operating solely as a report writer
• A comprehensive employee benefits package
• Clear opportunities for continued professional development and career progression

This is an excellent opportunity for an experienced Paraplanner who wants greater technical involvement, exposure to more sophisticated financial planning work and a long-term career within a well-established business.