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- Tasks: Support Financial Planners with cashflow modelling and investment advice for high-net-worth clients.
- Company: Reputable wealth management firm with a focus on client-centric financial planning.
- Benefits: Competitive salary, hybrid working, study support, and excellent career progression.
- Why this job: Join a collaborative team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and paraplanning experience required.
- Other info: Enjoy a friendly culture and long-term career growth opportunities.
The predicted salary is between 34000 - 42500 £ per year.
Job Description
Paraplanner£40,000 – £50,000 | Hybrid Working |  Shropshire Region
A high-performing, independent wealth management firm is seeking an experienced Paraplanner to join its growing technical team. This is a rare opportunity to join a business with a strong reputation for delivering bespoke, client-centric financial planning and a genuine focus on long-term relationships.
You’ll work closely with experienced Financial Planners and fellow Paraplanners to support high-net-worth individuals, business owners, and professionals across a wide range of financial planning areas.
The Opportunity:Join a stable and established firm with over 25 years of independent advice deliveryWork with a highly qualified, collaborative team that values integrity and professionalismSupport Financial Planners in delivering lifetime cashflow modelling, retirement planning, investment advice, and estate planningEnjoy a hybrid working model (typically 2–3 days in office) with flexibility and autonomyBenefit from clear progression pathways toward Chartered status and long-term career growth
Key Responsibilities:Produce high-quality suitability reports and recommendation lettersConduct detailed research and analysis across pensions, investments, and protectionPrepare cashflow modelling and scenario planning for client meetingsWork alongside Financial Planners, Compliance, and Admin teams to ensure timely, compliant advice deliveryMaintain accurate records and keep up to date with regulatory and product changes
Requirements:Level 4 Diploma in Regulated Financial Planning (or working towards completion)Proven experience in a paraplanning role within a financial planning or wealth management firmStrong technical knowledge across pensions, investments, tax, and protectionExcellent communication and report writing skillsHighly organised, detail-focused, and able to work proactively within a team
Salary & Benefits:£40,000 – £50,000 basic salary (depending on experience)Hybrid working (typically 2–3 days in the office)Support with further study and examsFriendly, supportive team cultureExcellent long-term career prospects
If you’re a technically strong Paraplanner looking to work in a quality-led, independent firm that invests in its people, apply today or contact us for more information.
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 like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online forums. You never know who might have the inside scoop on a great Paraplanner role!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss pensions, investments, and cashflow modelling in detail. Show them you’re not just a candidate, but a future asset to their team!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner position! We’re all about connecting talented individuals with amazing opportunities, so don’t miss out on your dream job!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, especially any work with high-net-worth clients. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Technical Skills: Since this role requires strong technical knowledge, make sure to mention your expertise in pensions, investments, and tax. We love candidates who can demonstrate their understanding of these areas clearly.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Being able to discuss these topics confidently will show that you're not just a good fit for the role, but that you’re genuinely passionate about financial planning.
✨Prepare Your Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to client relationships and how they support their team’s professional development. This shows you’re serious about finding the right fit for both you and them.
✨Showcase Your Experience
Be ready to share specific examples from your previous roles that highlight your skills in producing suitability reports and conducting detailed research. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly and effectively.
✨Emphasise Teamwork
Since you'll be working closely with Financial Planners and other Paraplanners, highlight your ability to collaborate and communicate effectively within a team. Share instances where you’ve successfully worked with others to achieve a common goal, as this is key in a supportive environment.
