Technical Paraplanner: Precision-Driven Advice Backbone

Ortus PSR Ltd.; Liverpool; On-site; GBP 45,000 - 55,000; Full time

Job summary

Ortus PSR Ltd is seeking a Technical Paraplanner for a non-client-facing, long-term technical specialist role. You will build the advisory framework behind each financial plan, digging into fact finds, cashflows and meeting notes, stress-testing options, and ensuring everything sent out is technically sound and compliant.

You’ll work closely with Client Facing Paraplanners, Financial Planners and Client Partners, but you will own the rigour behind the advice.

Qualifications

• A proven track record in technical paraplanning.
• Confidence to challenge an adviser’s recommendation if something doesn’t stack up.
• Strong regulatory and compliance awareness in financial planning.

Responsibilities

• Interpreting client fact finds, cashflows and notes to identify planning opportunities.
• Performing pension, tax, protection and investment technical analysis.
• Leading on suitability reports (initial, ongoing and ad hoc).
• Project managing implementation cases through to sign-off with the wider team.
• Preparing technical summaries, recommendation matrices and investment comparisons.
• Using cashflow modelling software and risk profiling tools.
• Keeping up-to-date with regulatory, tax and product changes affecting advice.

Skills

Paraplanning experience

Regulatory understanding

Critical evaluation

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Ortus PSR Ltd is seeking a Technical Paraplanner for a non-client-facing, long-term technical specialist role. You will build the advisory framework behind each financial plan, digging into fact finds, cashflows and meeting notes, stress-testing options, and ensuring everything sent out is technically sound and compliant.

You’ll work closely with Client Facing Paraplanners, Financial Planners and Client Partners, but you will own the rigour behind the advice.