Experienced Paraplanner – Technical & Research Role

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.