Ortus PSR
Paraplanner – Leading Independent Financial Planning Firm
Location: Cobham, Salary up to £54,000 and hybrid working.
We're working with one of the South-East's largest and fastest-growing independent financial planning firms — managing well over £1bn of client assets with a team of 100+ — to appoint an experienced Paraplanner providing end-to-end technical support to advisers across the full client lifecycle.
The firm:
Established for over 30 years, this business has scaled through organic growth and considered acquisition while keeping the culture of a values-led local firm. Transparency, honesty, fair dealing and respect genuinely underpin how it operates, and it plays a visible role in its local community, supporting arts venues, special-needs education and children's charities. With long-term investment backing and ambitious growth plans, it invests properly in its people — structured progression, and full support towards Chartered status.
The role:
- Producing suitability reports, annual review reports and portfolio reports via Intelligent Office
- Conducting technical research, analysis and illustrations to support advice
- Running cashflow analysis, risk profiling and investment analysis
- Acting as the main point of contact between providers and advisers on transfers, new business and policy administration
- Supporting HNW clients and attending client meetings alongside advisers
- Liaising with compliance and ensuring fees and commissions are accurately maintained
What we're looking for:
- Experince Paraplanning
- Level 4 Diploma qualified (CISI Level 4 / DipPP)
- Experience with Intelligent Office desirable
- Excellent report writing, research and analytical skills
- A structured, process-driven approach with strong attention to detail
- Confident client communicator, comfortable managing correspondence and building trusted relationships
What's on offer:
- Salary up to £54,000, depending on experience and qualifications.
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Fully funded pathway to Diploma, Chartered, or Adviser roles.
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Clearly mapped career framework with regular reviews and mentoring.
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Hybrid working options 3 days in the office and 2 days from home
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Supportive, team-oriented culture with access to complex client work.
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Be part of a firm that grows talent from within – many current Advisers began in Paraplanning.
To apply for this job please visit www.reed.co.uk.
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