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This job expired on 25/09/2026. It no longer accepts applications.
Experienced Paraplanner – Technical & Research Role
Ortus PSR · Gloucester
Job description
About the role
Ortus PSR is seeking an experienced Paraplanner to join a supportive, forward‑thinking independent financial advice practice. The role focuses on complex client cases, delivering high‑quality technical analysis and suitability reports while working within a collaborative, hybrid environment.
Key responsibilities
- Analyse complex client circumstances, objectives and risk profiles.
- Conduct detailed research across pensions, investments and protection solutions.
- Produce cash‑flow modelling and technical analysis to support advice strategies.
- Prepare compliant suitability and recommendation reports.
- Work closely with advisers, constructively challenging recommendations where appropriate.
- Maintain accurate client records on back‑office systems.
Required profile
- GCSEs (or equivalent) including English and Maths.
- Studying towards or holding the Level 4 Diploma in Financial Planning.
- Experience in an IFA or wealth‑management environment.
- Proven ability to write suitability and recommendation reports.
- Strong technical knowledge of pensions, investments and protection.
Required skills
- Cash‑flow modelling
- Technical analysis
- Suitability report preparation
What we offer
- Competitive salary up to £45,000 plus bonus.
- Hybrid working – 3 days in the office, 2 days remote.
- Generous holiday allowance with trading options.
- Employer pension contributions based on total earnings.
- Flexible benefits including private medical cover and lifestyle options.
- Ongoing professional development linked to qualifications.
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Ortus PSR
Gloucester
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