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For Companies At a Glance
- Tasks: Support a Financial Adviser with complex client cases and deliver high-quality financial planning advice.
- Company: Dynamic financial services firm offering a collaborative and supportive environment.
- Benefits: Salary up to £53,000, hybrid working, and ongoing professional development.
- Other info: Join a team that values your analytical skills and attention to detail.
- Why this job: Get hands-on experience in the full advice process and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and experience as a Technical Paraplanner.
The predicted salary is between 53000 - 53000 £ per year.
The Opportunity
We are seeking a highly organised and technically skilled Qualified Technical Paraplanner to work 1-to-1 with a Financial Adviser, providing dedicated support on complex client cases. This is an excellent opportunity for a paraplanner who enjoys deep involvement in the full advice process, from initial scoping through to recommendation and report preparation.
Working closely with a single adviser, you will play a key role in delivering high-quality financial planning advice to clients. You will be involved at every stage of the advice journey, ensuring recommendations are technically robust, compliant, and tailored to client needs.
Salary up to £53,000 & Hybrid working, office in Horsham
Key Responsibilities
- Work directly alongside an Adviser on their client bank and technical cases
- Undertake full scoping of advice, including fact-find analysis and identifying planning opportunities
- Conduct detailed technical research across pensions, investments, tax planning and protection
- Prepare suitability reports and technical documentation
- Analyse existing policies and provide recommendation comparisons
- Support the adviser in developing appropriate strategies for clients
- Ensure all advice documentation meets compliance and regulatory standards
- Liaise with providers and internal teams where required
Requirements
- Level 4 Diploma in Financial Planning (or equivalent)
- Proven experience in a Technical Paraplanner role
- Strong knowledge of pensions, investments, tax and retirement planning
- Experience writing detailed suitability reports
- Ability to work closely with an Adviser and manage complex cases
- Excellent analytical and organisational skills
- Strong attention to detail and compliance awareness
What’s on Offer
- Salary up to £53,000 depending on experience
- Opportunity to work closely with a dedicated Adviser on high-quality technical cases
- Involvement in the full advice process rather than just report writing
- Supportive and collaborative working environment
- Ongoing professional development
If you are a qualified paraplanner who enjoys technical work and wants to be closely involved in the advice process, we would love to hear from you.
Technical Paraplanner in Goring-by-Sea employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner in Goring-by-Sea
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to technical paraplanning. Think about how you can showcase your experience with pensions, investments, and compliance. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each one. Quality over quantity is key!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight why you’re the perfect fit.
We think you need these skills to ace Technical Paraplanner in Goring-by-Sea
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Level 4 Diploma in Financial Planning, and any relevant experience as a Technical Paraplanner.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've supported advisers in the past and your approach to complex client cases.
Showcase Your Technical Skills: Since this role requires strong knowledge in pensions, investments, and tax planning, make sure to mention any relevant projects or experiences that demonstrate your expertise in these areas.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive 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 knowledge of pensions, investments, tax planning, and protection. The interviewer will likely ask you technical questions to gauge your expertise, so be ready to discuss specific cases or scenarios you've handled in the past.
✨Showcase Your Organisational Skills
As a Technical Paraplanner, being organised is key. Prepare examples of how you've managed complex cases or worked closely with advisers in the past. Highlight your ability to juggle multiple tasks while ensuring compliance and attention to detail.
✨Prepare Suitability Reports
Since you'll be involved in preparing suitability reports, it’s a good idea to bring a sample report (with sensitive info redacted) to the interview. This shows your practical experience and gives the interviewer insight into your writing style and analytical skills.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the adviser you'll be working with, the types of cases you'll handle, or the firm's approach to professional development. This demonstrates your genuine interest in the role and helps you assess if it's the right fit for you.