At a Glance
- Tasks: Collaborate with a Senior Adviser, attending client meetings and leading technical analysis.
- Company: Independent financial planner offering objective advice in a dynamic market.
- Benefits: Competitive salary, 10% bonus, full benefits, and hybrid working.
- Other info: Opportunity for long-term career growth as a senior technical specialist.
- Why this job: Gain real client exposure and develop your technical skills in a supportive environment.
- Qualifications: Chartered or close to it, with paraplanning experience and strong technical knowledge.
The predicted salary is between 65000 - 70000 £ per year.
Location: London (hybrid, two days a week in the office)
Salary: £65,000 - £70,000 + 10% bonus + full benefits
Job type: Permanent, full time (37.5 hours, Monday to Friday), hybrid 2 days a week in the London office
Be the technical partner a Senior Adviser relies on. Most paraplanning roles keep you behind a desk, writing up meetings you never attended. This one puts you in the room.
Our client, an independent financial planner, is looking for a chartered (or close to chartered) Paraplanner to work one-to-one with a Senior Adviser in London. You will sit alongside them in client meetings, own the technical thinking behind the advice, and see your work land with clients who value it. The adviser is happy to hand over the technical heavy lifting. They want a self-starter who can pick up a live caseload and run with it.
The role:
- Work directly with a Senior Adviser as their technical partner, preparing for and attending client meetings two days a week in the London office
- Take detailed meeting notes and follow up every technical point afterwards
- Lead the technical analysis on Trusts, Inheritance Tax, Pensions and investments for high net worth clients
- Build lifetime cashflow models (Voyant) and turn them into clear, joined-up financial plans covering legacy and succession, contingency, tax and asset allocation
- Write comprehensive suitability letters that clients can actually follow
- Keep the team ahead of legislative and regulatory change
- Be supported by a Paraplanner and an Administrator, with scope to mentor and help develop your colleague as your own technical profile grows
About you:
- Chartered, or close to it (Diploma qualified as a minimum, with Chartered status achieved or well within reach)
- Paraplanning experience in the independent sector, working with high net worth clients
- Strong technical knowledge across IHT, Trusts, CGT, investments, and pensions
- A real belief in the value of lifetime cashflow modelling, ideally with Voyant experience
- Experience with owner-managed business clients is a bonus, as is Intelliflo
- Resilient, proactive and comfortable in a busy team, with the confidence to work largely unsupervised
- Happy to be in the London office two days a week, for client meetings
A note on where this role leads:
This is a technical career role. We are looking for someone who loves the craft of complex planning and wants to build a long-term career as a senior technical specialist. If becoming an adviser is part of your longer-term thinking, we are happy to talk about that openly. It is not a route to advising in the short term, and we would rather be clear about that from the start.
What you get:
- £65,000 - £70,000 salary depending on experience
- 10% bonus: half based on your own performance, half on company performance, with the company element uncapped (it has paid out above target in recent years)
- Full benefits package
- Hybrid working: two days a week in the London office
- A genuinely independent firm that gives objective advice, not product-led advice, in a market that is consolidating fast
- Real exposure to complex planning and clients, not just case preparation
Paraplanner / Senior Technical Consultant in London employer: Ortus PSR
This well-established national Financial Planning firm offers an exceptional opportunity for a Financial Planner in Sevenoaks, where you'll inherit a £100 million client book and enjoy a competitive salary with significant earning potential. The company fosters a supportive work culture that prioritises personal relationships with clients, ensuring continuity of care while providing robust professional development and resources to help you thrive in your role. With a hybrid working model and a commitment to understanding each client's unique story, this firm stands out as an excellent employer for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Senior Technical Consultant in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Ortus PSR. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Ortus PSR.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Ortus PSR. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner / Senior Technical Consultant in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Ortus PSR and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Ortus PSR how you can be a team player!
How to prepare for a job interview at Ortus PSR
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Ortus PSR.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Ortus PSR's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
