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For Companies At a Glance
- Tasks: Write clear reports and support client reviews in a dynamic financial planning environment.
- Company: Join an ambitious firm known for growth, innovation, and a people-focused culture.
- Benefits: Enjoy flexible working, generous holidays, and continuous professional development opportunities.
- Why this job: Be part of a forward-thinking team that values your insights and offers real impact.
- Qualifications: Experience as a Paraplanner and a Level 4 Diploma in Regulated Financial Planning required.
- Other info: This hybrid role allows you to shape best practices while enjoying autonomy and support.
The predicted salary is between 38000 - 52000 £ per year.
Looking for Your Next Step in Paraplanning? This Could Be the Role That Transforms Your Career
An ambitious and people-focused financial planning firm is on the lookout for a talented Paraplanner to join its growing team.
This hybrid opportunity offers more than just a job-it\’s a chance to be part of something exciting, where professional development, collaboration, and high-quality advice go hand in hand. With a strong track record of growth and innovation, including involvement in M&A activity, the firm offers a dynamic environment where experienced professionals can thrive, feel valued, and make a real impact.
Hybrid – with office in Greater Bristol
Salary up to £46,000
Benefits: Flexible working, generous holiday, continuous professional development, and exposure to complex planning cases
What Makes This Role Stand Out:
Work alongside experienced Financial Planners to deliver truly personalised, high-quality advice
Be part of a forward-thinking team that values your technical insight and attention to detail
Contribute to a modern, evolving business with the freedom to help shape best practices
Enjoy the flexibility of hybrid working, with support, structure, and autonomy
What You\’ll Be Doing:
Writing clear, well-researched, and compliant suitability reports across pensions, investments, protection, and estate planning
Supporting the delivery of client annual reviews, including Annual Suitability Assessments
Conducting in-depth technical research into funds, products, and planning strategies
Liaising with providers to gather policy details, valuations, and supporting documentation
Preparing Financial Planners for client meetings and handling follow-up tasks
Ensuring all client records are accurate and compliant with FCA and internal standards
Collaborating with advisers, investment teams, and compliance colleagues to deliver seamless service
Helping refine paraplanning processes and templates as the business continues to grow
What They\’re Looking For:
Experience as a Paraplanner within a UK financial planning or wealth management firm
Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
Broad knowledge of financial products
Ready to Step into a Role Where You\’re Truly Valued?
For Paraplanners who are ready for a fresh challenge, this is an ideal opportunity to grow, contribute, and shine. Whether you\’re looking for more variety, greater autonomy, or a team that genuinely appreciates your expertise-this could be your perfect next move.
Paraplanner employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who are already working as Paraplanners. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only boost your confidence but also demonstrate your commitment to staying updated, which is crucial for a role that involves compliance and technical research.
✨Tip Number 3
Prepare to discuss specific examples of how you've contributed to paraplanning processes in your previous roles. Highlighting your attention to detail and ability to collaborate effectively with financial planners can set you apart from other candidates.
✨Tip Number 4
Research the firm’s recent activities, such as M&A involvement and their approach to client service. Being knowledgeable about their business model and values will help you tailor your conversations and show genuine interest during interviews.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner, particularly within UK financial planning or wealth management. Emphasise your Level 4 Diploma in Regulated Financial Planning and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's values. Mention how your technical insight and attention to detail can contribute to their team and the importance of personalised advice.
Showcase Relevant Experience: In your application, provide examples of your previous work that demonstrate your ability to write clear and compliant suitability reports, conduct technical research, and collaborate effectively with financial planners and compliance teams.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial products and planning strategies. Be prepared to discuss specific cases or scenarios where you've applied your knowledge effectively.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, expect questions related to FCA standards and internal processes. Brush up on relevant regulations and be ready to explain how you ensure compliance in your work.
✨Highlight Your Collaborative Skills
This position involves working closely with Financial Planners and other teams. Share examples of how you've successfully collaborated in the past, focusing on communication and teamwork.
✨Demonstrate Your Adaptability
The firm values innovation and growth, so be prepared to discuss how you've adapted to changes in the industry or your previous roles. Highlight any experience you have in refining processes or implementing new practices.
