Technical Consultant

Ortus PSR; London Borough of Islington; Hybrid; GBP 65,000 - 75,000; Full time

Benefits offered by this job

Full benefits

Bonus 10%

Job summary

Ortus PSR Ltd in London is seeking a Chartered Paraplanner to work closely with a Senior Adviser on a high net worth book. The role covers trusts, IHT, pensions and investments, with lifetime cashflow modelling in Voyant and producing suitability letters and client reviews for around 100 clients.

The postholder attends client meetings, works in the London office two days a week (hybrid) and is supported by a paraplanner and an Administrator, with opportunities to mentor colleagues and develop

Qualifications

• 3+ years in independent-sector paraplanning with high net worth clients
• Strong IHT, Trusts, CGT, income tax and pension transfer knowledge
• Voyant is preferred, Intelliflo and owner-managed business experience are advantages

Responsibilities

• Attend client meetings with the adviser
• Provide paraplanning support to a Senior Adviser
• Mentor colleagues and support a team in a hybrid London office

Skills

IHT knowledge

Trusts

CGT knowledge

Pension transfers

Education

Chartered status or close to it

Diploma qualification

Tools

Voyant

Intelliflo

Job description

Chartered Paraplanner, London, £65,000 - £75,000 plus 10% bonus. An independent, Corporate Chartered wealth planner in London is hiring a permanent Chartered (or near-Chartered) Paraplanner to work one-to-one with a Senior Adviser. The role covers Trusts, Inheritance Tax, Pensions and investments for high net worth clients, with lifetime cashflow modelling in Voyant, suitability letters and client reviews across a book of around 100 clients.

The postholder attends client meetings with the adviser and works in the London office two days a week (hybrid). They are supported by a Paraplanner and an Administrator and can mentor their colleague

Requirements

Chartered status or close to it, Diploma qualified as a minimum, 3+ years in independent-sector paraplanning with HNW clients, strong IHT, Trusts, CGT, income tax and DC/DB pension transfer knowledge. Voyant is preferred, Intelliflo and owner-managed business experience are advantages.

Package

£65,000 - £75,000, 10% bonus (50% individual, 50% company performance, uncapped) and full benefits.

Who it suits

a technically strong, self-starting career paraplanner or Senior Technical Consultant who wants client exposure and a long-term technical career.

Who it does not suit

anyone expecting to become an adviser in the short term, but could inherit these clients long term.