Senior Paraplanner - Hybrid Technical Wealth Planning Expert

Ortus Psr; Torquay; Hybrid; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Professional qualifications support

Hybrid working model

Career progression toward Chartered

Job summary

Ortus Psr in Torquay is seeking an experienced Senior Paraplanner to join a technical wealth planning team. You will work with Financial Planners to develop strategies and prepare robust suitability reports for complex cases.

The role emphasizes technical paraplanning, research across pensions and investments, and collaboration to deliver compliant client advice within a hybrid working model.

Qualifications

• Experienced paraplanner in a financial planning or wealth management business.
• CII Level 4 Diploma or equivalent qualification.
• Strong technical knowledge across pensions and investments.
• Experience producing detailed suitability reports for complex cases.
• Understanding FCA requirements and client outcomes.

Responsibilities

• Develop appropriate financial planning strategies with Financial Planners.
• Produce clear, technically accurate and compliant suitability reports.
• Use cashflow modelling to illustrate client outcomes.
• Undertake detailed research across pensions, investments, protection and tax planning.
• Review fact-finds and risk profiles to identify gaps.

Skills

Paraplanner experience

Regulatory knowledge

Pensions and investments knowledge

Report writing quality

Analytical and detail oriented

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Financial planning software

Cashflow modelling tools

CRM systems

Job description

Ortus Psr in Torquay is seeking an experienced Senior Paraplanner to join a technical wealth planning team. You will work with Financial Planners to develop strategies and prepare robust suitability reports for complex cases.

The role emphasizes technical paraplanning, research across pensions and investments, and collaboration to deliver compliant client advice within a hybrid working model.