Paraplanning Expert

1 month ago

St Albans, Hertfordshire, United Kingdom Ortus PSR Full time
Unlock Your Potential as a Paraplanner at Ortus PSR

We are seeking a highly skilled and experienced Paraplanner to join our dynamic team in St Albans. As a key member of our Financial Planning department, you will play a vital role in delivering exceptional service to our clients and supporting our Financial Advisers in their work.

Why Choose Ortus PSR?
  • Mission-Driven Culture: We are committed to improving our clients' relationships with their wealth, making it a source of positivity and security.
  • Award-Winning Work Environment: We pride ourselves on our collaborative, fun, and growth-focused work environment, where you will find meaning in your work and opportunities to advance your career.
  • Flexible Working Arrangements: Enjoy the flexibility of working from home for part of the week, with only two days required in the office. We are open to discussions about alternative working patterns too.
What We Offer
  • Competitive Salary: £35,000 - £45,000 DOE
  • Generous Benefits Package: 28 days' holiday + bank holidays, pension, life assurance, income protection, and access to our flexible benefits platform.
  • Client Focus: You will support High-Net-Worth clients and professional connections, delivering tailored solutions and expert advice.
Key Responsibilities
  • Analyse client information, run tax calculations, and research investment options.
  • Write comprehensive suitability reports and create cashflow models for varied cases.
  • Collaborate with advisers to construct client solutions and attend client meetings as needed.
  • Support colleagues with technical queries and mentor junior team members.
What We're Looking For
  • CII Level 4 Diploma (minimum), ideally working towards Chartered status.
  • Minimum 3 years' experience in paraplanning, with excellent technical knowledge.
  • Strong IT skills (experience with Curo, FE Analytics, and Voyant is a plus).
  • Exceptional communication and organisational skills, with an eye for detail.

If you're a problem-solver passionate about financial planning and ready to make a real difference, we'd love to hear from you. Apply today and take the first step towards a rewarding career with Ortus PSR.

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