Ortus PSR
Paraplanner – Enderby, Leicestershire | Hybrid | £35,000–£42,000 + Bonus + Benefits
Working pattern: Hybrid — following completion of initial induction and training
We are working with a highly regarded, Chartered, independently owned financial planning firm based in Enderby, Leicestershire to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.
This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process — producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior Financial Planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high-standard team environment.
WHAT YOU WILL BE DOING
- Preparing FCA-compliant suitability reports across a wide range of advice areas including pensions, investments, and protection
- Working closely with Financial Planners to gather client information and ensure reports accurately reflect the advice given
- Ensuring all documentation meets the firm's compliance standards before issue
- Assisting the Head of Paraplanning with research and due diligence on third-party products and services recommended to clients
- Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors
- Providing technical support on pension and investment queries to the wider advice team and pension consultants
- Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken
- Producing bespoke one-off reports and comparisons for complex client cases as required
WHAT YOU WILL NEED
- Diploma in Financial Planning (DipPFS or equivalent) — essential
- Experience working as a Paraplanner in a regulated financial services environment
- Strong technical knowledge of pension, investment, and protection products and their application in financial planning
To apply for this job please visit www.reed.co.uk.
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