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 42000 - 78000 £ 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 3 days from the office, 2 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
- 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 Ltd.
Join a dynamic and respected financial planning firm in Cheltenham, where you will thrive in a collaborative and supportive environment that champions both professionalism and autonomy. With a focus on holistic planning, this role offers the opportunity to manage complex cases while mentoring junior paraplanners, ensuring your professional growth is nurtured in a non-corporate setting. Enjoy the flexibility of a hybrid work model, allowing you to balance your career with personal commitments, all while contributing to high-quality financial solutions for clients.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplaner in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is often the golden ticket to landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Since this role requires a strong grasp of complex financial planning areas, make sure you can discuss these confidently. We recommend practising common interview questions and even doing mock interviews with friends or colleagues.
✨Tip Number 3
Show your passion for holistic planning! During interviews, share examples of how you've managed complex cases and supported advisers in the past. This will demonstrate that you’re not just technically skilled but also genuinely invested in helping clients achieve their financial goals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining a firm that values collaboration and autonomy, just like we do at StudySmarter.
We think you need these skills to ace Technical Paraplaner in Cheltenham
Some tips for your application 🫡
Show Your Technical Skills:Make sure to highlight your technical knowledge in your application. We want to see how you’ve tackled complex financial planning cases before, so don’t hold back on sharing specific examples that showcase your expertise.
Tailor Your Application:Take a moment to customise your application for this role. Use the job description as a guide and align your experience with the key responsibilities mentioned. This shows us you’re genuinely interested and have done your homework!
Be Proactive in Your Approach:We love candidates who take initiative! In your application, mention any improvements or efficiencies you've identified in past roles. This will demonstrate your proactive mindset and how you can contribute to our collaborative environment.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values.
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Technical Stuff
Make sure you brush up on your technical knowledge related to holistic financial planning. Be ready to discuss complex areas like estate planning, pension crystallisation, and trust management. The interviewers will want to see that you can handle the nitty-gritty details with confidence.
✨Showcase Your Collaborative Spirit
Since this role involves working closely with advisers and clients, be prepared to share examples of how you've successfully collaborated in the past. Highlight any experiences where you’ve worked as a trusted partner, especially in managing complex cases from start to finish.
✨Demonstrate Proactivity
The firm values a proactive mindset, so think of instances where you identified improvements or efficiencies in your previous roles. Share specific examples that show how you took the initiative to enhance processes or support your team beyond your job description.
✨Prepare for Scenario Questions
Expect scenario-based questions that test your problem-solving skills in real-life situations. Practice articulating your thought process when faced with complex planning scenarios, and be ready to explain how you would approach them step by step.
