Ortus PSR
Paraplanner – Wealth Management
We are seeking a Level 4 qualified Paraplanner to join our growing Wealth Management team, working on a one-to-one basis with a dedicated Financial Adviser. This is a fantastic opportunity for a technically strong paraplanner who enjoys being closely involved in the advice process and wants genuine exposure to client meetings and complex planning work.
Salary: Up to £50,000 DOE
Working Pattern: Hybrid – 3 days office Worthing/ 2 days WFH
Elevate Your Paraplanning Career with a Forward-Thinking Wealth Management Firm
You will play a key role in formulating advice, supporting high-quality client outcomes, and constructively challenging advisers where appropriate – all within a collaborative, professional environment.
This role would suit someone who is confident in their technical ability, and keen to progress with full exam support available for future development.
About the IFA firm:
We are a highly respected, client-focused wealth management firm, known for strong technical standards, a collaborative culture, and a commitment to developing our people. Our advisers and support staff work closely together to deliver tailored financial planning solutions for a diverse client base.
Key Responsibilities
- Work closely with a dedicated Adviser to formulate and review financial advice
- Produce high-quality suitability reports and technical documentation
- Carry out research across investments, pensions, protection and retirement planning
- Perform cashflow modelling and investment analysis
- Attend client meetings where appropriate and support client interactions
- Challenge recommendations constructively to ensure robust advice
- Liaise with providers and internal teams to ensure smooth case progression
Requirements
- Fully qualified at Level 4 Diploma (CII, LIBF or equivalent)
- Strong technical knowledge across core financial planning areas
- Confident working closely with advisers and contributing to advice formulation
- Comfortable challenging where necessary in a professional manner
- Excellent report writing and communication skills
- High attention to detail and strong analytical mindset
To apply for this job please visit www.reed.co.uk.
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