Technical Paraplaner

Ortus PSR; Gloucester; On-site; GBP 50,000 - 65,000; Full time

Job summary

Ortus PSR, a growing financial planning firm, seeks an experienced Technical Paraplanner to join its expanding team, managing the technical post-advice process from notes to implementation.

The role offers hybrid working (Cheltenham base, typically 2 days in office, 3 days at home) with a salary of £50,000–£65,000 depending on experience and qualifications.

Qualifications

• Proven experience in a technical or holistic paraplanning role.
• Strong technical knowledge across complex financial planning areas.
• Ability to manage cases independently from start to finish.
• Diploma in Financial Planning (minimum requirement).
• Chartered status highly preferred (CII ideally, though LIBF or CISI also considered).

Responsibilities

• Scope Advice from initial meeting notes through to final suitability reports.
• Work collaboratively with advisers to agree advice strategies and planning solutions.
• Produce high-quality, technically robust suitability reports.
• Act as a key point of contact for clients on complex planning cases.
• Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution.
• Liaise closely with administrators to ensure smooth case progression and client servicing.
• Support complex planning work for senior leadership portfolios.
• Assist with training and mentoring of junior paraplanners where appropriate.
• Ensure all work meets regulatory and compliance standards, including file checking processes.

Skills

Paraplanning experience

Technical planning knowledge

Independent case management

Regulatory/compliance awareness

Education

Diploma in Financial Planning

Chartered status (preferred)

Job description

Technical Paraplanner (Holistic Planning)

A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy.

Salary: £50,000 - £65,000 (depending on experience and qualifications)

Location: Hybrid - Cheltenham (primary), typically 2 days from the office, 3 days at home

This is a holistic paraplanning role, suited to a technically strong paraplanner who enjoys managing complex cases end to end and acting as a trusted technical partner to senior advisers and clients.

This role suits a paraplanner who thrives in a non-corporate, autonomous environment. The firm values individuals who are hands-on, proactive, and willing to get involved beyond a rigid job description.

The Technical Paraplanner will play a central role in the delivery of high-quality financial planning. The position involves full responsibility for the technical \"after part\" of client advice, from meeting notes and fact-finding through to complex report writing and implementation.

The successful candidate will work closely with senior advisers who focus on business development and client relationships, providing comprehensive technical support across a wide range of planning scenarios. There is also scope to mentor and support junior paraplanners as the team continues to grow.

Key Responsibilities

• Scope Advice from initial meeting notes through to final suitability reports


• Work collaboratively with advisers to agree advice strategies and planning solutions


• Produce high-quality, technically robust suitability reports


• Act as a key point of contact for clients on complex planning cases


• Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution


• Liaise closely with administrators to ensure smooth case progression and client servicing


• Support complex planning work for senior leadership portfolios


• Assist with training and mentoring of junior paraplanners where appropriate


• Ensure all work meets regulatory and compliance standards, including file checking processes

Skills & Experience Required

• Proven experience in a technical or holistic paraplanning role


• Strong technical knowledge across complex financial planning areas


• Ability to manage cases independently from start to finish


• Comfortable supporting advisers who delegate detailed technical work


• Proactive mindset with the ability to identify improvements and efficiencies


• Diploma in Financial Planning (minimum requirement)


• Chartered status highly preferred (CII ideally, though LIBF or CISI also considered)