At a Glance
- Tasks: Research and analyse to craft bespoke financial strategies for clients.
- Company: Join a highly regarded financial planning team with a client-centric focus.
- Benefits: Competitive salary, flexible working, and ongoing professional development support.
- Other info: Enjoy hybrid working and opportunities for travel to client meetings.
- Why this job: Make a real impact in clients' financial journeys while advancing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 3 years' experience required.
The predicted salary is between 49500 - 60500 £ per year.
We are seeking a skilled and driven Paraplanner to join a highly regarded financial planning team, providing expert technical support to Financial Planners in delivering tailored advice and solutions to clients. As a key part of the advice process, you will play a vital role in researching, analysing, and crafting bespoke financial strategies and suitability reports that help clients meet their goals. This is a fantastic opportunity to further your career in a professional, client-centric environment.
What You’ll Be Doing:
- Conduct in-depth research and analysis to support client recommendations
- Prepare comprehensive financial planning reports and suitability letters
- Model cashflows and analyse client data to support holistic advice
- Collaborate closely with Financial Planners and internal teams to ensure a seamless client experience
- Liaise with product providers and third parties to gather essential information
- Monitor and manage client review processes and follow-ups
- Stay up to date with regulatory changes and maintain CPD
What We’re Looking For:
- A minimum Level 4 Diploma in Regulated Financial Planning
- At least 3 years’ experience in a financial advice environment
- 1+ year dedicated paraplanning experience
- Strong technical knowledge across pensions, investments, protection, and tax planning
- Excellent communication and organisational skills
- A detail-oriented mindset with a commitment to compliance and professionalism
Additional Info:
- Some travel may be required for client meetings
- Flexible working arrangements available
- Ongoing support for professional development and qualifications
Paraplanner in Liverpool employer: Ortus PSR Ltd.
Ortus PSR Ltd. is an exceptional employer that prioritises employee growth and development, offering a clear pathway to leadership roles such as lead adviser or Head of Office. With a supportive work culture and the flexibility of hybrid working in the vibrant city of Bristol, employees are empowered to build meaningful client relationships while contributing to the office's dynamic growth and culture.
