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For Companies At a Glance
- Tasks: Support Financial Advisers by preparing reports and conducting research for clients.
- Company: Join a forward-thinking financial planning firm in vibrant Brighton, focused on client-first values.
- Benefits: Enjoy hybrid working, a supportive culture, and access to top financial planning tools.
- Why this job: Be part of a respected firm that values integrity, personal growth, and work-life balance.
- Qualifications: CII/CISI Level 4 Diploma required; experience in paraplanning and strong analytical skills preferred.
- Other info: This is a rare opportunity to thrive in a key role within a growing team.
The predicted salary is between 36000 - 70000 £ per year.
A Career-Defining Opportunity for a Skilled Paraplanner in Central Brighton
An established and forward-thinking financial planning firm is seeking an experienced Paraplanner to join their growing team in the heart of Brighton. This is a fantastic opportunity to be part of a values-driven business that puts people before products and delivers expert, jargon-free financial advice tailored to every client.
Hybrid Working: 3 days in-office (with flexibility depending on experience)
Salary up to £50,000
Why Consider This Role?
This firm stands out for its independent approach and transparent, client-first ethos. With a long-standing reputation for integrity and clarity, they operate with complete autonomy, ensuring that every recommendation is made solely in the best interest of their clients.
Team members enjoy a supportive and inclusive culture that encourages personal growth, technical excellence, and work-life balance. With access to leading financial planning tools and a collaborative environment, the business is committed to helping employees thrive professionally and personally.
The Role
- The Paraplanner will play a vital role in supporting Financial Advisers by delivering technical expertise throughout the client journey. This includes preparing detailed reports, conducting in-depth research, and ensuring regulatory compliance, all while keeping the client’s best interests at the centre of every recommendation.
Key responsibilities include:
- Producing suitability reports, review documents, portfolio summaries, and other client communications using industry software
- Conducting product and market research to support advice strategies
- Providing cashflow modelling, risk analysis, and investment comparison data
- Collaborating with advisers to deliver bespoke financial planning solutions
- Liaising with compliance teams to ensure accuracy and regulatory adherence
- Supporting operational and process improvement initiatives
Ideal Candidate Profile
- The ideal candidate will be a detail-oriented and proactive professional with a strong background in paraplanning and a passion for delivering high-quality financial solutions.
- Key qualifications and experience:
- CII/CISI Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Experience in a paraplanning role within wealth management or financial planning
- Strong report writing, analytical and research skills
- Familiarity with financial planning tools such as Intelligent Office, Genovo, and cashflow analysis software
- Committed to maintaining CPD and professional development
This is a rare opportunity for an experienced Paraplanner to step into a key role within a respected and growing firm. If you\’re looking for a position where your knowledge will be valued and your development supported, this could be the perfect next step in your career.
Apply today to join a firm that values precision, professionalism, and people.
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Paraplanner employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in paraplanning. Attend local events or join online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the specific financial planning tools mentioned in the job description, such as Intelligent Office and Genovo. Being able to demonstrate your proficiency with these tools during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with producing suitability reports and conducting market research. Be ready to provide examples of how you've successfully supported financial advisers in the past, showcasing your analytical skills.
✨Tip Number 4
Research the company’s values and ethos thoroughly. During your interview, align your answers with their client-first approach and demonstrate how your personal values match theirs, showing that you’re a great cultural fit for the team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and financial planning. Emphasise your qualifications, such as the CII/CISI Level 4 Diploma, and any relevant software skills like Intelligent Office or Genovo.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for delivering high-quality financial solutions. Mention specific examples of how you've supported Financial Advisers in the past and your commitment to client-first service.
Showcase Your Skills: In your application, highlight your report writing, analytical, and research skills. Provide examples of suitability reports or market research you've conducted to demonstrate your technical expertise.
Express Your Values: Align your application with the firm's values by expressing your commitment to integrity, transparency, and client-centric advice. This will show that you are a good cultural fit for their team.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Technical Expertise
As a Paraplanner, your technical skills are crucial. Be prepared to discuss your experience with financial planning tools like Intelligent Office and Genovo. Highlight specific examples of reports you've produced or research you've conducted that demonstrate your analytical abilities.
✨Emphasise Client-Centric Approach
This firm values a client-first ethos, so make sure to convey your commitment to putting clients' needs at the forefront. Share instances where you tailored financial solutions to meet individual client requirements, showcasing your understanding of their unique situations.
✨Prepare for Regulatory Questions
Given the importance of compliance in this role, be ready to discuss your knowledge of regulatory standards and how you've ensured adherence in your previous positions. This will demonstrate your attention to detail and commitment to maintaining high professional standards.
✨Demonstrate Continuous Professional Development
The ideal candidate is committed to ongoing learning. Talk about any recent courses, certifications, or workshops you've attended, especially those related to paraplanning or financial advice. This shows your dedication to staying updated in the field and improving your skills.
