Senior Paraplanner

Ortus PSR Ltd.; Exeter; Hybrid; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Employee benefits

Job summary

Ortus PSR Ltd. is seeking an experienced Senior Paraplanner for Taunton. The role focuses on technical paraplanning, working with Financial Planners to deliver well-researched advice and robust reports.

You will engage in cashflow modelling, complex cases, and in-depth research across pensions and investments, with hybrid working in Taunton.

Qualifications

• Strong paraplanner experience within financial planning or wealth management.
• The CII Level 4 Diploma in Regulated Financial Planning or equivalent.
• Good technical knowledge across pensions and investments.
• Experience producing detailed suitability reports and complex cases.
• Understanding FCA requirements and delivering good client outcomes.
• Ability to interpret complex information and communicate clearly.
• Experience using financial planning software, cashflow modelling tools and CRM systems.
• Strong analytical, organisational and problem-solving skills.
• Excellent attention to detail and high-quality work.
• Confidence to challenge information and contribute ideas.

Responsibilities

• 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 client outcomes.
• Undertake detailed research across pensions, investments, protection and tax planning.
• Review fact-finds, risk profiles and documentation, identifying gaps before cases progress.
• Provide technical input and challenge recommendations where appropriate.
• Support more complex financial planning cases involving multiple areas of advice.
• Prepare documentation for new business and changes to existing arrangements.
• Liaise with clients, providers and colleagues to resolve technical queries.
• Maintain CRM records and ensure cases progress efficiently.
• Keep informed of regulatory, taxation and product developments.
• Support less experienced colleagues and contribute to improvements.

Skills

Analytical skills

Attention to detail

Communication

Problem-solving

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Financial planning software

Cashflow modelling tools

CRM systems

Job description

Senior Paraplanner – Taunton

Taunton | £45,000–£50,000 | Hybrid working – 3 days office, 2 days remote

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

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

• Hybrid working with three days in the Taunton office and two days working remotely

• 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.