Ortus PSR
Technical Paraplanner – Cheltenham – Up to £65,000
Join a growing Wealth Management firm supporting HNW and UHNW clients with complex financial planning needs.
Are you an experienced Paraplanner looking to step into a senior, technical role where you can work on high-value, complex cases and truly make an impact?
This is a rare opportunity to join a prestigious, independent Wealth Management firm in Cheltenham, with an exciting period of growth underway, including the onboarding of an additional £75 million and a recent office expansion to support future development.
Salary up to £65,000 (depending on experience)
Working closely with a high-performing team of Financial Advisers, you'll provide expert-level paraplanning support across a full range of advice areas, including Pensions, Investments, Business Relief, Trusts, Inheritance Tax (IHT) Planning, VCTs, EIS, and Tax Planning.
As a Technical Paraplanner, you will play a key role in delivering high-quality, compliant financial planning support to a growing team of Advisers. You will have the opportunity to work on some of the most interesting and technically challenging cases in the region, with client portfolios reaching up to £15 million.
Key responsibilities:
- Produce accurate and comprehensive Suitability Reports for a range of financial planning areas
- Conduct detailed research and analysis on pensions, investments, tax-efficient strategies, and estate planning
- Support Advisers in delivering bespoke solutions for complex client needs
- Liaise with product providers and third parties to gather accurate information
- Help develop and improve internal processes as the business grows
What we’re looking for:
- Level 4 Diploma in Financial Planning (or equivalent)
- Progression towards Chartered Financial Planner status (desirable)
- Experience working as a Paraplanner in a wealth management or independent financial advice (IFA) firm
- Strong technical knowledge in areas such as pensions, investments, tax planning, and estate planning
- High attention to detail and excellent communication skills
About the company:
This award-winning, independent Wealth Management firm has built its success on long-term relationships, exceptional client service, and technical excellence. With ambitious growth plans, a supportive team culture, and a commitment to innovation, they offer the perfect environment for an experienced Paraplanner ready to take their career to the next level.
Interested?
If you're an experienced Paraplanner looking for a senior, technical role in Cheltenham, apply today or contact us for a confidential discussion.
To apply for this job please visit www.reed.co.uk.
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