At a Glance
- Tasks: Support a Financial Adviser with complex client cases and deliver high-quality financial planning advice.
- Company: Dynamic financial services firm offering a collaborative and supportive environment.
- Benefits: Salary up to £53,000, hybrid working, and ongoing professional development.
- Other info: Join a team that values your analytical skills and attention to detail.
- Why this job: Get hands-on experience in the full advice process and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and experience as a Technical Paraplanner.
The predicted salary is between 53000 - 53000 £ per year.
We are seeking a highly organised and technically skilled Qualified Technical Paraplanner to work 1-to-1 with a Financial Adviser, providing dedicated support on complex client cases. This is an excellent opportunity for a paraplanner who enjoys deep involvement in the full advice process, from initial scoping through to recommendation and report preparation.
Working closely with a single adviser, you will play a key role in delivering high-quality financial planning advice to clients. You will be involved at every stage of the advice journey, ensuring recommendations are technically robust, compliant, and tailored to client needs.
Salary: up to £53,000 & Hybrid working, office in Horsham
Key Responsibilities:
- Work directly alongside an Adviser on their client bank and technical cases
- Undertake full scoping of advice, including fact-find analysis and identifying planning opportunities
- Conduct detailed technical research across pensions, investments, tax planning and protection
- Prepare suitability reports and technical documentation
- Analyse existing policies and provide recommendation comparisons
- Support the adviser in developing appropriate strategies for clients
- Ensure all advice documentation meets compliance and regulatory standards
- Liaise with providers and internal teams where required
Requirements:
- Level 4 Diploma in Financial Planning (or equivalent)
- Proven experience in a Technical Paraplanner role
- Strong knowledge of pensions, investments, tax and retirement planning
- Experience writing detailed suitability reports
- Ability to work closely with an Adviser and manage complex cases
- Excellent analytical and organisational skills
- Strong attention to detail and compliance awareness
What's on Offer:
- Salary up to £53,000 depending on experience
- Opportunity to work closely with a dedicated Adviser on high-quality technical cases
- Involvement in the full advice process rather than just report writing
- Supportive and collaborative working environment
- Ongoing professional development
If you are a qualified paraplanner who enjoys technical work and wants to be closely involved in the advice process, we would love to hear from you.
Technical Paraplanner in Horsham employer: Ortus Psr
Join a dynamic team in Horsham as a Technical Paraplanner, where you will enjoy a supportive and collaborative work culture that values your expertise and contributions. With a competitive salary of up to £53,000 and the flexibility of hybrid working, this role offers you the chance to engage deeply in the financial planning process alongside a dedicated adviser, ensuring your professional growth through ongoing development opportunities. Experience a fulfilling career where your analytical skills and attention to detail are recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner in Horsham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus Psr. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Technical Paraplanner in Horsham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus Psr.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus Psr's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus Psr
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus Psr.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus Psr will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus Psr employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
