Ortus PSR
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment.
This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly.
Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home
Location: Wilmslow
Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a “production-line” approach to advice.
The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports.
The Role
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Analyse complex client circumstances, objectives, and risk profiles
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Conduct detailed research across pensions, investments, and protection solutions
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Produce cashflow modelling and technical analysis to support advice strategies
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Prepare high-quality, compliant suitability and recommendation reports
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Work closely with advisers, constructively challenging recommendations where appropriate
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Maintain accurate and up-to-date client records on back-office systems
The Ideal Candidate
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GCSEs (or equivalent) including English and Maths
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Studying towards or holding the Diploma in Financial Planning (Level 4)
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Experience in an IFA or Wealth Management environment
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Strong, demonstrable experience writing suitability and recommendation reports
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Confident technical knowledge across pensions, investments, and protection
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Corporate or employee benefits exposure is beneficial but not essential
Why This Role
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A clear focus on technical depth and complex planning work
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A collaborative culture where paraplanners’ expertise is valued
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Supportive management and realistic workloads
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Hybrid and agile working model
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Ongoing professional development with salary increases linked to qualifications
The Package
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Generous holiday allowance with holiday trading options
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Employer pension contributions based on total earnings
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Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
To apply for this job please visit www.reed.co.uk.
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