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- Tasks: Lead the Paraplanning function and support Financial Planners with technical expertise.
- Company: Join a respected Chartered Wealth Management firm known for integrity and client care.
- Benefits: Enjoy a competitive salary, generous holidays, pension scheme, and funded qualifications.
- Other info: This role offers clear career progression in a growing firm.
- Why this job: Be part of a collaborative culture that nurtures careers and values your input.
- Qualifications: Diploma in Financial Planning and experience as a senior paraplanner required.
The predicted salary is between 36000 - 60000 £ 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. #J-18808-Ljbffr
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 financial planning industry, especially those who work in paraplanning roles. Attend industry events or webinars to connect with potential colleagues and learn more about the firm's culture and values.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and financial planning principles. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience in leading and mentoring teams during interviews. Highlight specific examples where you've successfully managed projects or supported colleagues, as this aligns with the firm's emphasis on collaboration and mentorship.
✨Tip Number 4
Showcase your technical skills, particularly in cashflow modelling and Excel, during any practical assessments or discussions. Being able to demonstrate your proficiency in these areas will set you apart from other candidates.
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, focusing on your technical management skills and any leadership roles you've held. Use specific examples that demonstrate your attention to detail and analytical abilities.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and how your values align with the firm's integrity-led approach. Mention your experience with cashflow modelling and compliance standards, showcasing your suitability for the role.
Showcase Relevant Qualifications: Clearly list your qualifications, such as your Diploma in Financial Planning or any other relevant certifications. If you are working towards Chartered status, mention this to highlight your commitment to professional development.
Demonstrate Interpersonal Skills: In your application, provide examples of how you've successfully led teams or mentored others. This will show that you possess the effective interpersonal skills required for the role and can contribute to the collaborative culture of the firm.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Technical Expertise
As a Technical Paraplanner, it's crucial to demonstrate your in-depth knowledge of financial planning principles and FCA regulations. Be prepared to discuss specific examples from your past experience where you successfully applied this knowledge to deliver high-quality advice.
✨Highlight Leadership Skills
Since the role involves leading and managing the paraplanning function, emphasise your leadership and mentoring experiences. Share instances where you've guided team members or improved processes, showcasing your ability to foster a collaborative environment.
✨Prepare for Technical Questions
Expect technical questions related to cashflow modelling, suitability letters, and compliance standards. Brush up on these areas and be ready to explain your approach to preparing detailed financial reports and ensuring regulatory compliance.
✨Demonstrate Client-Centric Mindset
The firm values a client-first approach, so illustrate how you've prioritised client needs in your previous roles. Discuss how you tailor financial strategies to meet individual client objectives and ensure their satisfaction with the services provided.