Technical Paraplanner: Precision-Driven Planning

Ortus PSR; Liverpool City Region; Hybrid; GBP 30,000 - 42,000; Full time

Job summary

Ortus PSR is seeking a Technical Paraplanner in the United Kingdom. This is a non-client-facing, long-term technical specialist role focusing on building the advice framework behind financial plans.

You will lead on technical paraplanning, analysing fact finds, cashflows and meeting notes, and ensure all outputs are compliant and tailored to clients. A Level 4 Diploma is required, with progression towards Chartered or CFP.

Qualifications

• Must have Level 4 Diploma in Regulated Financial Planning and be working towards Chartered or CFP.
• Proven track record in technical paraplanning.
• Confident to challenge an adviser when needed.

Responsibilities

• Interpret fact finds, cashflows and meeting notes to shape the advice framework.
• Perform technical analysis across pensions, tax planning, protection and investments.
• Lead on suitability reports (initial, ongoing and ad hoc).
• Project manage implementation cases through to sign-off with the team.
• Prepare technical summaries, matrices and investment comparisons.
• Utilise cashflow modelling software and risk profiling tools.
• Monitor regulatory, tax and product changes affecting advice.

Skills

Technical paraplanning

Attention to detail

Analytical thinking

Challenge adviser recommendations

Education

Level 4 Diploma in Regulated Financial Planning

Working towards Chartered or CFP

Tools

Cashflow modelling software

Risk profiling tools

Job description

Ortus PSR is seeking a Technical Paraplanner in the United Kingdom. This is a non-client-facing, long-term technical specialist role focusing on building the advice framework behind financial plans.

You will lead on technical paraplanning, analysing fact finds, cashflows and meeting notes, and ensure all outputs are compliant and tailored to clients. A Level 4 Diploma is required, with progression towards Chartered or CFP.