Job Description Paraplanner | Hybrid | Up to £45K + Benefits | Career ProgressionCompany Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK’s leading independent wealth management firms, where you’ll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role – it's a launchpad for long-term career growth. Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function – not just a stepping stone Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client’s goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Level 4 Diploma in Regulated Financial Planning Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills Competitive salary up to £45,000 Hybrid working model (office & remote blend) Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks If you're a Paraplanner who’s ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm – apply now and discover what’s possible in your career.
Paraplanner (Pensions Management) 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.
