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- Tasks: Prepare FCA-compliant reports and support financial planners with client information.
- Company: Reputable financial planning firm with a strong client referral base.
- Benefits: Competitive salary, bonus, hybrid work, and professional development opportunities.
- Other info: Dynamic environment with excellent career growth potential.
- Why this job: Join a collaborative team and make a real impact in financial planning.
- Qualifications: Diploma in Financial Planning and paraplanning experience required.
The predicted salary is between 35000 - 42000 £ per year.
We are working with a highly regarded, Chartered, independently owned financial planning firm based in Enderby, Leicestershire to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.
This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process — producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior financial planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high‑standard team environment.
WHAT YOU WILL BE DOING- Preparing FCA‑compliant suitability reports across a wide range of advice areas including pensions, investments, and protection
- Working closely with financial planners to gather client information and ensure reports accurately reflect the advice given
- Ensuring all documentation meets the firm's compliance standards before issue
- Assisting the Head of Paraplanning with research and due diligence on third‑party products and services recommended to clients
- Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors
- Providing technical support on pension and investment queries to the wider advice team and pension consultants
- Producing cash flow reports for financial planners to support the client planning process and ensure compliance of advice undertaken
- Producing bespoke one‑off reports and comparisons for complex client cases as required
- Diploma in Financial Planning (DipPFS or equivalent) — essential
- Experience working as a paraplanner in a regulated financial services environment
- Strong technical knowledge of pension, investment, and protection products and their application in financial planning
Paraplanner in Enderby employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Enderby
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Showcase your skills! Prepare a portfolio that highlights your best work as a paraplanner. Include examples of suitability reports, cash flow analyses, or any complex cases you've handled. This will give you an edge during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses. Focus on articulating your technical knowledge and how it applies to the role, especially around pensions and investments.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your qualifications. Plus, it shows you're serious about joining our team and helps us get to know you better.
We think you need these skills to ace Paraplanner in Enderby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in preparing FCA-compliant reports and your technical knowledge of pensions and investments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our team. Be sure to mention any relevant experience and your understanding of compliance standards.
Showcase Your Technical Skills: Since this role requires strong technical knowledge, don’t shy away from showcasing your expertise in pension and investment products. We love seeing candidates who can demonstrate their ability to support financial planners effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and protection products. The firm is looking for someone who can hit the ground running, so be prepared to discuss how these products apply in real-world scenarios.
✨Showcase Your Experience
Be ready to share specific examples from your previous roles as a paraplanner. Highlight your experience in preparing FCA-compliant suitability reports and working closely with financial planners. This will demonstrate your ability to contribute effectively to their team.
✨Understand Their Process
Familiarise yourself with the firm's approach to paraplanning and client advice. Knowing how they produce cash flow reports and conduct research will show that you're genuinely interested in their operations and ready to integrate smoothly into their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, the paraplanning team's role, and how they measure success. This not only shows your enthusiasm but also helps you gauge if this is the right fit for you.