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- Tasks: Support Financial Advisers with complex financial planning and produce detailed Suitability Reports.
- Company: Join an award-winning Wealth Management firm known for exceptional client service and technical excellence.
- Benefits: Enjoy a competitive salary up to £65,000 and a supportive team culture.
- Other info: Opportunity for career progression towards Chartered Financial Planner status.
- Why this job: Work on high-value cases and make a real impact in a growing firm with ambitious plans.
- Qualifications: Level 4 Diploma in Financial Planning and experience as a Paraplanner are essential.
The predicted salary is between 52000 - 78000 £ per year.
Technical Paraplanner – Cheltenham – Up to £65,000
Join a growing Wealth Management firm supporting HNW and UHNW clients with complex financial planning needs.
Are you an experienced Paraplanner looking to step into a senior, technical role where you can work on high-value, complex cases and truly make an impact?
This is a rare opportunity to join a prestigious, independent Wealth Management firm in Cheltenham, with an exciting period of growth underway, including the onboarding of an additional £75 million and a recent office expansion to support future development.
Salary up to £65,000 (depending on experience)
Working closely with a high-performing team of Financial Advisers, you’ll provide expert-level paraplanning support across a full range of advice areas, including Pensions, Investments, Business Relief, Trusts, Inheritance Tax (IHT) Planning, VCTs, EIS, and Tax Planning.
As a Technical Paraplanner, you will play a key role in delivering high-quality, compliant financial planning support to a growing team of Advisers. You will have the opportunity to work on some of the most interesting and technically challenging cases in the region, with client portfolios reaching up to £15 million.
Key responsibilities:
- Produce accurate and comprehensive Suitability Reports for a range of financial planning areas
- Conduct detailed research and analysis on pensions, investments, tax-efficient strategies, and estate planning
- Support Advisers in delivering bespoke solutions for complex client needs
- Liaise with product providers and third parties to gather accurate information
- Help develop and improve internal processes as the business grows
What we’re looking for:
- Level 4 Diploma in Financial Planning (or equivalent)
- Progression towards Chartered Financial Planner status (desirable)
- Experience working as a Paraplanner in a wealth management or independent financial advice (IFA) firm
- Strong technical knowledge in areas such as pensions, investments, tax planning, and estate planning
- High attention to detail and excellent communication skills
About the company:
This award-winning, independent Wealth Management firm has built its success on long-term relationships, exceptional client service, and technical excellence. With ambitious growth plans, a supportive team culture, and a commitment to innovation, they offer the perfect environment for an experienced Paraplanner ready to take their career to the next level.
Interested?
If you’re an experienced Paraplanner looking for a senior, technical role in Cheltenham, apply today or contact us for a confidential discussion.
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Technical Paraplanner employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work as Paraplanners or Financial Advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly in areas like pensions and tax-efficient strategies. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss specific complex cases you’ve worked on in previous roles. Highlight your problem-solving skills and how you contributed to successful outcomes, as this will show your capability to handle the high-value cases mentioned in the job description.
✨Tip Number 4
Research StudySmarter’s values and recent developments, such as their office expansion and growth plans. Tailoring your conversation to align with their goals will help you stand out as a candidate who is genuinely interested in contributing to their success.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially in areas like pensions, investments, and tax planning. Use specific examples that demonstrate your technical knowledge and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your desire to work with HNW and UHNW clients. Mention your Level 4 Diploma in Financial Planning and any progress towards Chartered status to stand out.
Highlight Relevant Experience: In your application, emphasise your experience with complex financial cases and your ability to produce Suitability Reports. Discuss any previous roles where you supported Advisers and improved internal processes.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for a Technical Paraplanner role.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Technical Knowledge
As a Technical Paraplanner, it's crucial to demonstrate your expertise in areas like pensions, investments, and tax planning. Prepare to discuss specific cases you've worked on and how your knowledge has helped clients achieve their financial goals.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think about complex client situations you've encountered and be ready to explain how you approached them, the solutions you proposed, and the outcomes.
✨Highlight Your Attention to Detail
Attention to detail is key in this role. Be prepared to provide examples of how your meticulous nature has benefited your previous employers, especially in producing Suitability Reports or conducting detailed research.
✨Demonstrate Your Teamwork Skills
Since you'll be working closely with Financial Advisers, it's important to showcase your ability to collaborate effectively. Share experiences where you've successfully supported advisers or contributed to team projects, emphasising your communication skills.