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- Tasks: Support the Managing Director by producing reports and conducting technical research.
- Company: Rapidly growing financial advisory firm with a dynamic environment.
- Benefits: Salary between £40,000 – £60,000, clear progression, and commission potential.
- Why this job: Join a fast-paced team and progress to a Trainee Adviser role within 6–12 months.
- Qualifications: Experience as a Paraplanner and strong report writing skills required.
- Other info: Opportunity to work with diverse clients and develop your financial planning career.
The predicted salary is between 36000 - 60000 £ per year.
A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team. The business is enjoying double-digit growth and has already met its Q1 targets, operating in a fast-paced, dynamic environment that rewards proactive individuals. The firm manages approximately £300 million in assets for around 1,000 clients, ranging from smaller ISA investors to ultra-high-net-worth individuals. The client base is diverse, and the firm prides itself on providing comprehensive financial advice rather than cherry-picking clients.
Salary range: £40,000 – £60,000 depending on experience and technical depth. Clear progression to Junior Financial Planner with commission potential. This role offers excellent scope for progression, with a clear pathway into a Trainee Adviser position within 6–12 months for the right individual.
The Paraplanner will play a critical role in supporting the Managing Director with a busy client portfolio, ensuring the smooth and efficient delivery of advice. The successful candidate will be technically strong, commercially aware, and motivated to develop quickly within financial planning.
Key Responsibilities- Producing comprehensive reports for advisers
- Drafting complex suitability letters using established templates
- Attending client and adviser meetings to gather information for report writing
- Conducting technical research and summarising findings clearly and concisely
- Presenting pros and cons of different providers in a commercially focused manner
- Performing cashflow modelling using FE
- Managing daily workflows via Simplan
- Supporting general administration related to financial advice delivery
- Experience as a Paraplanner
- Strong experience using FE for report writing and cashflow modelling
- Proven ability to draft complex suitability letters (including trusts, pension consolidation, tax-free withdrawals, IHT planning)
- Experience with whole-of-market research
- Ability to summarise complex technical information into concise, actionable bullet points
Trainee Adviser employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advisory space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client base and the services they offer. This will help you tailor your answers and show that you're genuinely interested in becoming part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience as a Paraplanner and how it aligns with the role of a Trainee Adviser.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for proactive individuals who are ready to grow with us. Make sure your application stands out by highlighting your technical skills and your motivation to develop quickly in financial planning.
We think you need these skills to ace Trainee Adviser
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for the financial advisory world. Share why you’re excited about the role of a Paraplanner and how you can contribute to our dynamic team.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter to highlight your relevant experience and skills. We want to see how your background aligns with the responsibilities listed in the job description, so don’t hold back!
Be Clear and Concise: In your written application, clarity is key. Use bullet points where possible to summarise your achievements and skills. We appreciate straightforward communication, especially when it comes to complex information.
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’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Understand the key responsibilities of a Paraplanner and be ready to discuss your experience with report writing, cashflow modelling, and drafting suitability letters. This will show that you're not just familiar with the role but genuinely interested in it.
✨Showcase Your Proactivity
Since the firm values proactive individuals, come prepared with examples of how you've taken initiative in previous roles. Whether it's streamlining a process or going above and beyond for a client, demonstrating your proactive nature can set you apart from other candidates.
✨Prepare for Technical Questions
Expect to face some technical questions during the interview. Practice summarising complex financial concepts into clear, concise points. This will not only help you answer questions effectively but also showcase your ability to communicate complex information, which is crucial for the role.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's growth plans, the team dynamics, or how they support professional development. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
