At a Glance
- Tasks: Support client meetings, produce reports, and conduct technical research in a dynamic financial planning firm.
- Company: Growing, independently owned financial planning firm in Surrey with a hands-on culture.
- Benefits: Competitive salary up to £75,000, clear career progression, and a supportive team environment.
- Other info: Opportunity for rapid career growth and direct mentorship from an experienced MD.
- Why this job: Join a firm where you can inherit clients and transition to an independent adviser role.
- Qualifications: Experience in paraplanning and strong technical knowledge of financial planning structures.
The predicted salary is between 60000 - 75000 £ per year.
We are working with a growing, independently owned financial planning firm based in Surrey to recruit a Paraplanner or Technical Paraplanner on a permanent basis. This is an urgent requirement — the firm has a high and increasing workload and needs an experienced, self-sufficient paraplanner who can integrate quickly and hit the ground running.
The firm provides comprehensive independent financial advice to a well-established private client base and is led by an experienced MD with decades of industry knowledge. This is a hands-on, high-output role working directly alongside the MD — not a back-office support function. You will be supporting client meetings and annual reviews, and providing technical guidance to the wider administration team.
For the right individual, this role offers something rare: the MD is planning to reduce his hours over the medium term and is actively building a succession pipeline. The person who earns his trust will inherit hundreds of clients and transition into a fully independent IFA role managing their own book. That is not a vague aspiration — it is a planned, structural outcome of joining this business at this stage.
Salary up to £75,000 for Chartered / highly experienced candidates.
WHAT YOU WILL BE DOING
- Producing comprehensive suitability reports
- Preparing for client meetings and annual reviews — gathering performance figures, analysing portfolio performance, and running reports through FE Analytics
- Summarising complex technical information clearly and concisely for client-facing documents — without losing accuracy or compliance integrity
- Conducting technical research and provider comparisons across the firm's platform and product range
- Providing technical support and guidance to the financial administration team (two administrators)
- Supporting SIPP onboarding cases as required
WHAT YOU WILL NEED
- Paraplanning experience in an IFA or independent financial planning environment
- Strong technical knowledge of pensions, investments, and associated financial planning structures — able to work independently without step-by-step direction
- Proficiency with FE Analytics for report generation
Trainee Adviser employer: Ortus Psr
Join a dynamic and independently owned financial planning firm in Surbiton, where your career as a Trainee Adviser can flourish with clear progression towards becoming an Independent Financial Adviser. Enjoy a supportive work culture that values hands-on experience and offers a unique opportunity to inherit a client pipeline directly from the MD, ensuring meaningful growth and a rewarding career path in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Adviser
✨Tip Number 1
Network like a pro! Reach out to industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We suggest doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies to interviews. We want to see how you’ve tackled challenges in the past and how you can bring that expertise to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Trainee Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trainee Adviser role. Highlight your paraplanning experience and any relevant skills that match the job description. We want to see how you can hit the ground running!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your background aligns with the firm's needs. Keep it concise but impactful, showing us your enthusiasm.
Showcase Your Technical Skills:Since the role requires strong technical knowledge, make sure to mention your proficiency with FE Analytics and any other relevant tools. We love seeing candidates who can demonstrate their expertise clearly.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can't wait to hear from you!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and financial planning structures. The firm is looking for someone who can hit the ground running, so being able to discuss these topics confidently will show that you're ready for the role.
✨Prepare for Client Meetings
Since you'll be supporting client meetings and annual reviews, practice how you would gather performance figures and analyse portfolio performance. Being able to articulate this process during the interview will demonstrate your readiness to take on the responsibilities of the role.
✨Showcase Your Report Writing Skills
You'll need to produce comprehensive suitability reports, so bring examples of your previous work or be prepared to discuss how you summarise complex information clearly and concisely. This will highlight your attention to detail and ability to maintain compliance integrity.
✨Build a Connection with the MD
Since you'll be working closely with the MD, try to establish a rapport during the interview. Ask insightful questions about their vision for the firm and express your enthusiasm for the succession pipeline. This could set you apart as a candidate who is genuinely interested in growing within the company.
