Ortus PSR
Where Expertise Meets Purpose – Join a Chartered Wealth Management Firm with £1.2M+ AUM per Client average
Are you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm serving discerning high-net-worth (HNW) clients in London. We’re a Chartered Financial Planning firm known for personalised, holistic wealth strategies—not volume-driven advice.
Responsibilities
In this role, your technical acumen will directly shape the outcomes of affluent professionals and business owners. Key responsibilities include:
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Crafting bespoke financial planning reports and suitability letters
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Conducting in-depth technical research across pensions, tax planning, IHT, investments, and protection
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Building detailed lifetime cashflow modelling (e.g., Voyant or CashCalc)
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Attending client meetings alongside a Chartered Adviser to offer real-time support
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Ensuring regulatory compliance and excellence in documentation (FCA standards)
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Playing an integral role in complex strategy formulation for HNW clients
Requirements
We’re looking for an experienced, motivated professional who thrives in an intellectually stimulating and detail-oriented environment.
Essential:
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Level 4 Diploma in Regulated Financial Planning (CII or equivalent)
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Proven experience in a Paraplanner role supporting Financial Advisers
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Exposure to high-net-worth or complex financial planning environments
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Strong technical knowledge across pensions, ISAs, IHT, trusts, and tax-efficient investing
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Advanced report writing and analytical skills
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Comfortable working in a hybrid environment (3 days in-office, 2 from home)
Desirable:
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Working towards Chartered Financial Planner status
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Experience using financial planning tools (e.g., Voyant, FE Analytics, Intelligent Office)
Benefits
Your expertise will be rewarded with a generous and thoughtful benefits package that reflects the high-value nature of the work:
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Competitive base salary: up to £60,000 (DOE)
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25 days annual leave plus bank holidays
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Company pension with National Insurance advantage (4%)
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Death in service cover (up to £200,000)
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Private medical cover (CashPlan scheme)
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Full study support toward Chartered or further professional qualifications
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Hybrid working model to support your work-life balance
Location & Work Type
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Hybrid: 3 days in our Marlow office, 2 days remote working
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Client base: London-based professionals and executives
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Full-time | Permanent
How to Apply
If you’re a proactive Paraplanner ready to move beyond routine into a role that combines complexity, collaboration, and career development – apply today. Your next step could be the one that defines your career.
To apply for this job please visit www.reed.co.uk.
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