Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers by conducting research and preparing financial plans.
- Company: Join a leading independent wealth management firm that values people and integrity.
- Benefits: Enjoy hybrid working, flexible hours, generous holidays, and a competitive salary with bonuses.
- Why this job: Perfect for those eager to learn in a collaborative environment focused on career development.
- Qualifications: Experience with suitability reports and pursuing a Diploma in Financial Planning is essential.
- Other info: Be part of a team that prioritises innovation and excellence in financial planning.
The predicted salary is between 29000 - 35000 £ per year.
Junior Paraplanner – Elevate Your Career with a Leading Wealth Management Firm
Are you completing basic reports and research and looking to level up your career? Join a firm that puts people at the heart of everything it does—whether that’s helping clients achieve their financial goals or supporting its employees to reach their full potential.
Salary: £35,000 - £40,000 + Hybrid working
This full-time, permanent role offers hybrid working, a competitive benefits package, and the chance to work with one of the UK’s leading independent financial advisory and wealth management firms. If you're eager to learn, thrive in a collaborative team, and want to be part of a company that values integrity, innovation, and excellence, this is the perfect opportunity for you.
Why Join this firm:
- Career Development & Study Support: Full funding and support to complete your Diploma in Financial Planning and progress to a fully qualified Paraplanner.
- Flexible Working & Holidays: Hybrid working, flexi time, generous holiday allowance with buy & sell scheme, and your birthday off.
- Annual Bonus & Pension: Competitive salary with a discretionary bonus and a contributory pension scheme.
Your Role as a Junior Paraplanner:
- As part of our experienced Paraplanning team, you’ll play a crucial role in supporting our independent financial advisers by conducting research and preparing financial plans that help clients build a secure financial future.
- Conducting comprehensive financial research on products and investments using company-approved tools.
- Preparing and delivering bespoke investment reports, analysing portfolios, and benchmarking against industry standards.
- Assisting with complex financial planning reports across multiple financial planning areas.
- Supporting the team in technical and regulatory development, working closely with Senior Paraplanners.
- Researching and staying up to date with legislation, technical developments, and product information.
- Participating in firm-wide research projects, ensuring deadlines are met.
What We’re Looking For:
- Experience completing suitability reports.
- Working towards your Diploma in Financial Planning (RO exams completed or in progress).
- Strong research and analytical skills, with an interest in financial planning and investment strategies.
Associate Paraplanner employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or webinars where you can meet current paraplanners and financial advisers. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and investment strategies. Being knowledgeable about current trends will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms on LinkedIn. Ask them about their experiences and any advice they might have for someone looking to break into the paraplanning field.
✨Tip Number 4
Prepare for interviews by practising common paraplanner interview questions. Focus on demonstrating your analytical skills and your understanding of financial planning concepts, as these are crucial for the role.
We think you need these skills to ace Associate Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any work related to suitability reports and financial planning. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your eagerness to learn. Mention specific skills that align with the role, such as research and analytical abilities, and express why you want to join this particular firm.
Showcase Your Qualifications: If you are working towards your Diploma in Financial Planning, make sure to mention this prominently. Include any completed RO exams and how they relate to the position you're applying for.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Research Skills
As a Junior Paraplanner, strong research skills are essential. Be prepared to discuss your experience in conducting financial research and how you've used various tools to analyse products and investments. Highlight specific examples where your research has contributed to successful outcomes.
✨Demonstrate Your Understanding of Financial Planning
Make sure you have a solid grasp of financial planning concepts and investment strategies. Brush up on the latest legislation and technical developments in the industry. This will not only show your commitment but also your readiness to contribute effectively to the team.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and analytical abilities. Review common scenarios you might encounter as a paraplanner and think through how you would approach them. Being able to articulate your thought process will impress your interviewers.
✨Express Your Eagerness to Learn
This role is about growth and development, so convey your enthusiasm for learning and advancing your career. Discuss your plans for obtaining your Diploma in Financial Planning and how you see this role as a stepping stone towards becoming a fully qualified Paraplanner.
