Senior Paraplanner - Hybrid & Complex Planning Expert

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

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.