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For Companies At a Glance
- Tasks: Join a collaborative team to craft bespoke financial solutions and support client journeys.
- Company: A forward-thinking Wealth Management firm focused on empowering clients and employees alike.
- Benefits: Enjoy a salary up to £55,000, hybrid working, generous pension, and full study support.
- Why this job: Shape client strategies, work with modern tech, and build lasting relationships in a supportive culture.
- Qualifications: Diploma qualified Paraplanner with experience in IFA or Wealth Management and strong technical knowledge.
- Other info: Opportunities for career progression into Technical Specialist or Adviser roles.
The predicted salary is between 42000 - 66000 £ per year.
Step Into a True Paraplanning Partnership – Where Your Expertise Shapes the Client Journey
Are you an experienced Paraplanner craving more than just templates and tick-boxing? This is your chance to join a forward-thinking, collaborative Wealth Management firm where you\’re not just supporting advice — you\’re helping to shape it.
We’re on the lookout for a detail-driven, highly analytical Paraplanner who thrives on crafting bespoke financial solutions and building meaningful client relationships. If you\’re ready to take full ownership of the advice process and be genuinely involved in the client journey from start to finish, this is the role for you.
What’s on Offer
- Salary up to £55,000, depending on experience
- Hybrid/flexible working arrangements to support work-life balance
- Generous pension scheme & annual bonus potential
- Full study support for further professional qualifications
- Career progression pathways into Technical Specialist or Adviser roles
- Inclusive, values-led team culture with regular CPD events and strategy days
Why Join This Firm?
This firm is built around putting clients at the centre — but they also believe in empowering their people. As a Paraplanner here, you’ll be trusted to deliver full analytical assessments, collaborate with Advisers as a true partner, and contribute to high-level client strategies. With strong internal systems, modern tech, and a supportive admin team, you’ll be free to focus on what you do best: delivering quality advice support and building lasting client value.
What You’ll Be Doing
- Conduct deep-dive analysis into client circumstances and objectives
- Develop and maintain lifetime cash flow models
- Record accurate data and financial assumptions to support sound recommendations
- Build tailored financial planning strategies spanning investment, retirement, tax, and estate planning
- Use technical tools and software to model and test solutions
- Draft clear, client-centric recommendation reports and suitability letters
- Own the entire advice file and ensure back-office systems are meticulously updated
- Prepare comprehensive annual and ad-hoc client reviews
- Update cash flow projections and track investment performance
- Produce visual and written reports to support client discussions
- Support advisers in client-facing interactions and strategic planning
What We’re Looking For:
- Diploma qualified (Level 4) Paraplanner – ideally working towards Chartered
- Paraplanning experience within an IFA or Wealth Management environment
- Strong technical knowledge across pensions, investments, tax, and estate planning
- Proficiency with cash flow modelling tools (e.g. Voyant, CashCalc)
- Excellent written and verbal communication skills
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Technical Paraplanner employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends and tools in financial planning, especially cash flow modelling software like Voyant or CashCalc. Being well-versed in these tools will not only boost your confidence but also demonstrate your technical proficiency during interviews.
✨Tip Number 2
Network with professionals in the Wealth Management sector, particularly those who are already working as Paraplanners. Engaging in conversations about their experiences can provide you with valuable insights and potentially lead to referrals for job openings.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your past experience where you successfully crafted bespoke financial solutions. This will showcase your analytical skills and ability to build meaningful client relationships, which are key for this role.
✨Tip Number 4
Research the firm’s values and culture thoroughly. Be ready to articulate how your personal values align with theirs during the interview. This will help you stand out as a candidate who is not only qualified but also a great cultural fit.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and technical knowledge in areas like pensions, investments, tax, and estate planning. Use specific examples to demonstrate your analytical skills and client relationship building.
Craft a Compelling Cover Letter: In your cover letter, express your passion for paraplanning and how you align with the firm's values. Mention your experience in developing tailored financial strategies and your proficiency with cash flow modelling tools.
Showcase Relevant Qualifications: Clearly state your qualifications, such as your Diploma (Level 4) and any progress towards Chartered status. Highlight any additional professional development or CPD events you've attended that relate to the role.
Prepare for Potential Questions: Think about how you would answer questions related to your experience in client interactions and strategic planning. Be ready to discuss specific cases where you contributed to high-level client strategies or delivered quality advice support.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Analytical Skills
As a Technical Paraplanner, your ability to conduct deep-dive analyses is crucial. Be prepared to discuss specific examples of how you've used analytical skills to develop tailored financial strategies in previous roles.
✨Demonstrate Technical Knowledge
Make sure to brush up on your knowledge of pensions, investments, tax, and estate planning. The interviewers will likely ask you technical questions, so being able to articulate your understanding clearly will set you apart.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you had to create bespoke solutions for clients and be ready to explain your thought process.
✨Emphasise Collaboration
This role involves working closely with advisers and clients. Highlight your experience in collaborative environments and how you've contributed to team success in delivering quality advice and building client relationships.
