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- Tasks: Support financial planners by creating tailored reports and conducting detailed research.
- Company: Join a prestigious Chartered Independent Financial Advisory firm in Weybridge.
- Benefits: Earn up to £56,000, enjoy hybrid working, and 25 days holiday.
- Why this job: Make a real impact in a supportive, values-driven environment with career growth.
- Qualifications: Diploma in Regulated Financial Planning and experience in paraplanning required.
- Other info: Work autonomously with just 4 office days per month in Central London.
The predicted salary is between 33600 - 56000 £ per year.
Job Description
Diploma-Qualified Technical Paraplanner | Chartered IFA Firm | Weybridge (Hybrid – 4 Days/Month)
Join a prestigious, Chartered Independent Financial Advisory firm based in Weybrdige, known for delivering bespoke, high-net-worth financial planning and wealth management services. With a commitment to technical excellence and client-centric advice, our team is built on professionalism, discretion, and deep industry insight.
Salary up to £56,000 per annum (depending on experience)
As a values-driven firm, we pride ourselves on a collaborative, inclusive culture that respects both technical skill and ethical standards. We’re looking to welcome a highly technical Paraplanner to support our continued growth and uphold the standards expected of a Chartered practice.
Key Responsibilities
- As a core part of our technical team, you will work closely with Chartered Financial Planners to deliver high-quality, compliant advice documentation. You will be responsible for:
- Producing accurate, tailored Suitability Reports across pensions, investments, tax planning, and IHT
- Conducting detailed technical research and analysis to support complex advice recommendations
- Liaising with advisers and administrators to ensure seamless client service
- Preparing cashflow modelling using industry-standard tools
- Ensuring all reports and recommendations align with FCA compliance requirements
Requirements
We are looking for a Paraplanner who brings both depth of knowledge and attention to detail:
- Diploma in Regulated Financial Planning (Level 4 minimum)
- Experience in a paraplanning role within an IFA or Wealth Management firm
- Comfortable working autonomously and remotely, with ability to visit the office 4 days per month in Central London
- Strong understanding of pensions (DB and DC), ISAs, GIA, IHT planning, and trusts
- Familiarity with tools such as Intelliflo, FE Analytics, Truth/CashCalc
- Excellent written communication and analytical skills
Benefits
- Salary up to £56,000 per annum (depending on experience)
- Hybrid working – just 4 office days/month in Weybridge
- 25 days holiday + bank holidays
- Company pension scheme
- Support with further qualifications (e.g., Chartered status)
- Inclusive, supportive working culture in a Chartered environment
How to Apply
If you're a detail-driven, technically minded Paraplanner ready to make an impact in a Chartered firm with flexible working, we’d love to hear from you.
Paraplanner employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Network Like a Pro
Get out there and connect with industry professionals! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream Paraplanner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience in paraplanning. We want to see how you can bring value to their team, so share specific examples of your work with pensions, investments, and compliance!
✨Prepare for Interviews
Do your homework before any interview! Research the firm’s values and recent projects. We recommend preparing questions that show your interest in their approach to client service and compliance. This will help you stand out as a candidate who truly gets what they’re about.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you on board!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your diploma and any relevant paraplanning experience to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how your background aligns with our values. Be genuine and let your personality shine through!
Showcase Your Technical Skills: Since we’re looking for someone with strong analytical skills, don’t forget to mention your familiarity with tools like Intelliflo and CashCalc. We want to see how you can contribute to our technical excellence.
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, ISAs, and IHT planning. Be ready to discuss how you've applied this knowledge in previous roles, as it shows you're not just book-smart but also practical.
✨Tailor Your Examples
When asked about your experience, use specific examples that relate directly to the responsibilities listed in the job description. Talk about your experience with Suitability Reports or cashflow modelling, and how you ensured compliance with FCA requirements.
✨Show Your Collaborative Spirit
Since the firm values a collaborative culture, be prepared to discuss how you've worked with advisers and administrators in the past. Highlight any experiences where teamwork led to successful outcomes for clients.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to client service and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
