At a Glance
- Tasks: Manage complex financial planning cases and produce high-quality reports.
- Company: A growing financial planning firm with a supportive and collaborative culture.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Opportunity to mentor junior paraplanners in a non-corporate environment.
- Why this job: Join a dynamic team and make a real impact in holistic financial planning.
- Qualifications: Experience in paraplanning and strong technical knowledge required.
The predicted salary is between 50000 - 65000 £ per year.
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)
Technical Paraplaner in Cheltenham employer: Ortus PSR Careers
Join a forward-thinking wealth management firm in Launceston, Cornwall, where you can thrive as an Independent Financial Adviser. With a strong emphasis on client-centric service and a supportive work culture, you'll benefit from comprehensive in-house resources, marketing support, and opportunities for professional growth. Enjoy the flexibility of a home-based role while having access to office facilities, allowing you to focus on building meaningful client relationships and achieving financial independence for your clients.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplaner in Cheltenham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Ortus PSR Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Ortus PSR Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Ortus PSR Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Technical Paraplaner in Cheltenham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Ortus PSR Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Ortus PSR Careers how you can be a team player!
How to prepare for a job interview at Ortus PSR Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Ortus PSR Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Ortus PSR Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
