At a Glance
- Tasks: Create detailed financial reports and support client meetings with expert advice.
- Company: Dynamic financial planning firm with a hybrid work culture.
- Benefits: Competitive salary, generous holiday, pension scheme, and study support.
- Other info: Enjoy a supportive environment with opportunities for professional growth.
- Why this job: Join a team where your insights shape clients' financial futures.
- Qualifications: Experience in paraplanning and a Level 4 Diploma in Financial Planning.
The predicted salary is between 35000 - 45000 £ per year.
Work Type: Hybrid - 3 days in-office (Tuesday to Thursday), 2 days remote (Monday and Friday)
Hours: Full-time, 37.5 hours/week (Monday to Friday, 9:00am-5:30pm)
Salary & Benefits:
- Salary: £35,000 - £45,000 (depending on experience and qualifications)
- Holiday: 25 days annual leave plus bank holidays, with a holiday purchase scheme
- Pension: Contributory pension scheme with salary exchange benefits
- Life assurance: 3x salary
- Employee Assistance Programme
- Study support toward Level 4 Diploma and beyond
Responsibilities:
- Produce high-quality suitability reports for pensions, investments, and complex financial planning cases
- Draft advice letters and recommendations in line with FCA guidelines
- Support annual review meetings with tailored documentation and performance reports
- Conduct research using tools such as FE Analytics, CashCalc, and Defaqto
- Build detailed cash flow models to support client financial goals
- Respond to complex client and adviser queries with technical accuracy
- Maintain and update CRM systems (e.g. X-Plan, Intelligent Office)
- Collaborate with advisers and occasionally attend client meetings
- Ensure compliance with all relevant regulations and internal standards
Requirements:
- Paraplanning experience within an IFA or financial planning setting
- Diploma in Regulated Financial Planning (CII Level 4 or equivalent) or close to completing
- Excellent report writing and communication skills
- High attention to detail, strong organisational skills, and time management
Paraplanner in Aylesbury employer: Ortus Psr
As a Paraplanner with us, you'll thrive in a supportive hybrid work environment that balances in-office collaboration with the flexibility of remote work. We prioritise employee growth through study support for professional qualifications and offer a comprehensive benefits package, including generous annual leave and a contributory pension scheme, all while fostering a culture of teamwork and excellence in financial planning.
We think you need these skills to ace Paraplanner in Aylesbury
Suitability Report Writing
FCA Guidelines Knowledge
Research Skills
FE Analytics
CashCalc
Defaqto
Cash Flow Modelling
