Ortus PSR
The Opportunity
We are seeking a highly organised and technically skilled Qualified Technical Paraplanner to work 1-to-1 with a Financial Adviser, providing dedicated support on complex client cases. This is an excellent opportunity for a paraplanner who enjoys deep involvement in the full advice process, from initial scoping through to recommendation and report preparation.
Working closely with a single adviser, you will play a key role in delivering high-quality financial planning advice to clients. You will be involved at every stage of the advice journey, ensuring recommendations are technically robust, compliant, and tailored to client needs.
Salary up to £53,000 & Hybrid working, office in Horsham
Key Responsibilities
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Work directly alongside an Adviser on their client bank and technical cases
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Undertake full scoping of advice, including fact-find analysis and identifying planning opportunities
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Conduct detailed technical research across pensions, investments, tax planning and protection
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Prepare suitability reports and technical documentation
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Analyse existing policies and provide recommendation comparisons
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Support the adviser in developing appropriate strategies for clients
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Ensure all advice documentation meets compliance and regulatory standards
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Liaise with providers and internal teams where required
Requirements
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Level 4 Diploma in Financial Planning (or equivalent)
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Proven experience in a Technical Paraplanner role
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Strong knowledge of pensions, investments, tax and retirement planning
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Experience writing detailed suitability reports
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Ability to work closely with an Adviser and manage complex cases
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Excellent analytical and organisational skills
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Strong attention to detail and compliance awareness
What’s on Offer
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Salary up to £53,000 depending on experience
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Opportunity to work closely with a dedicated Adviser on high-quality technical cases
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Involvement in the full advice process rather than just report writing
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Supportive and collaborative working environment
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Ongoing professional development
If you are a qualified paraplanner who enjoys technical work and wants to be closely involved in the advice process, we would love to hear from you.
To apply for this job please visit www.reed.co.uk.
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