Trainee Paraplanner

Ortus Psr; Birstall; On-site; GBP 33,000 - 35,000; Full time

Benefits offered by this job

Discretionary bonus

Pension contribution

Life assurance

Holiday allowance

Health plan

Free parking

Hybrid working

Support for qualifications

Job summary

Ortus Psr is seeking a Trainee Paraplanner in Enderby, Leicester. Office-based with hybrid flexibility after initial training, the role offers £33,000–£35,000 plus a discretionary bonus in a Chartered wealth firm managing over £1.1bn for high-net-worth clients.

You will join a well-resourced paraplanning team, reporting to the Head of Paraplanning, and own advice cases from client engagement through to handover. Full training provided, with potential equity ownership in the longer term.

Qualifications

• Level 4 CII Diploma in Financial Planning (or equivalent experience).
• Minimum 2 years' experience in a financial services administration role.
• Sound knowledge of pension, investment and protection products.
• Awareness of FCA conduct rules, AML and data protection requirements.
• Excellent written and verbal communication, accuracy and time management.

Responsibilities

• Owning new advice cases end to end, working closely with Financial Planners, Client Managers and the wider team
• Preparing initial meeting packs - letters of authority, fact finds, risk profiling and client agreements
• Acting as a key point of contact for clients through the initial advice process
• Investigating and recording details of existing arrangements, chasing providers and keeping planners and clients updated
• Obtaining illustrations for pensions, investments and annuities
• Preparing FCA-compliant suitability reports and cash flow reports that clients can actually understand
• Completing thorough handovers to the Client Management team once advice is agreed

Skills

Excellent communication

Time management

Accuracy

Education

Level 4 CII Diploma in Financial Planning

Degree in finance/economics/business (advantage)

Tools

Intelliflo

Virtual Cabinet

Moneyinfo

Job description

Trainee Paraplanner

Overview

Location: Enderby, Leicester (office-based, hybrid working after initial training)

Salary: £33,000 - £35,000 + discretionary bonus

This is a genuine development role with one of the Midlands' most respected wealth management firms - a Chartered business managing over £1.1bn for high-net-worth clients, and a four-time winner of Professional Adviser's 'Best Financial Advisers to Work For' award.

You'll join a well-resourced paraplanning team, reporting to the Head of Paraplanning, and take ownership of advice cases from the point of new client engagement right through to handover. It's the ideal step for someone with strong financial services administration experience who has completed (or is close to completing) their Level 4 Diploma and wants a structured route into paraplanning - with real career progression beyond it, including the potential for future equity ownership.

You'll work with systems including Intelliflo, Virtual Cabinet and Moneyinfo, with full training provided.

Responsibilities

• Owning new advice cases end to end, working closely with Financial Planners, Client Managers and the wider team
• Preparing initial meeting packs - letters of authority, fact finds, risk profiling and client agreements
• Acting as a key point of contact for clients through the initial advice process
• Investigating and recording details of existing arrangements, chasing providers and keeping planners and clients updated
• Obtaining illustrations for pensions, investments and annuities
• Preparing FCA-compliant suitability reports and cash flow reports that clients can actually understand
• Completing thorough handovers to the Client Management team once advice is agreed

Qualifications

• Level 4 CII Diploma in Financial Planning (or equivalent experience)
• A minimum of 2 years' experience in a financial services administration role
• Sound knowledge of pension, investment and protection products
• Awareness of FCA conduct rules, AML and data protection requirements
• Excellent written and verbal communication, accuracy and time management

A finance, economics or business degree and experience with Intelliflo or similar back-office systems would be an advantage, but neither is essential.

Benefits

• £33,000 - £35,000 depending on qualifications and experience
• Discretionary bonus
• 5% employer pension contribution, rising with service, with salary sacrifice available
• 4x salary life assurance
• 24 days' holiday plus bank holidays, rising with service
• Health cash plan and free parking
• Hybrid working once initial training is complete
• Full support for professional qualifications, in a firm that promotes from within