Paraplanner
other jobs Ortus PSR
Added before 8 Days
- England,South East,Buckinghamshire
- full-time, full-time
- £40,000 - £50,000 per annum
Job Description:
Paraplanner Opportunity – Elevate Your Career in Financial Planning
Join a Highly Respected Chartered Financial Planning Firm in Marlow, Buckinghamshire!
A leading Chartered Financial Planning firm is seeking an experienced Paraplanner to join their team. Known for delivering bespoke wealth planning advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, this organization offers an exceptional platform for professional growth, backed by a reputation for excellence and a values-driven approach.
Why Consider This Opportunity? *Reputation for Excellence: Be part of a firm renowned for its technical expertise and personalized client service.
*Innovative and Growing Environment: This organisation is part of a national group dedicated to delivering accessible, top-tier financial advice across the UK.
*Supportive Culture: The workplace ethos emphasizes flexibility, employee wellbeing, and ongoing professional development.
Key Benefits *Hybrid Working Model: Balance work and life with 3 days in the office and 2 days working from home.
*Competitive Compensation: Attractive salary based on experience.
*Comprehensive Benefits Package: Including 25 days annual leave, a 4% company pension with NI benefits, death in service cover (up to £200k), and access to a CashPlan.
*Career Development: Sponsorship for qualifications and professional advancement is provided.
The Role The Paraplanner will work closely with 1–2 Financial Advisers and contribute to delivering first-class financial planning support. Key responsibilities include:
*Conducting detailed research and providing technical assessments.
*Preparing lifetime cashflow models, financial plans, and suitability reports.
*Participating in client meetings and offering clear, actionable advice.
*Managing complex cases and maintaining strong client relationships.
*Ensuring all work is compliant and reflects high ethical standards.
*Contributing to operational improvements and team success.
Ideal Candidate Profile *Qualifications: Level 4 CII Diploma in Financial Planning (mandatory), with advanced qualifications or Chartered Financial Planner status highly desirable.
*Experience: Similar technical role within financial planning.
*Skills and Attributes: Strong analytical and communication skills, attention to detail, and a proactive approach to problem-solving.
Join a Highly Respected Chartered Financial Planning Firm in Marlow, Buckinghamshire!
A leading Chartered Financial Planning firm is seeking an experienced Paraplanner to join their team. Known for delivering bespoke wealth planning advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, this organization offers an exceptional platform for professional growth, backed by a reputation for excellence and a values-driven approach.
Why Consider This Opportunity? *Reputation for Excellence: Be part of a firm renowned for its technical expertise and personalized client service.
*Innovative and Growing Environment: This organisation is part of a national group dedicated to delivering accessible, top-tier financial advice across the UK.
*Supportive Culture: The workplace ethos emphasizes flexibility, employee wellbeing, and ongoing professional development.
Key Benefits *Hybrid Working Model: Balance work and life with 3 days in the office and 2 days working from home.
*Competitive Compensation: Attractive salary based on experience.
*Comprehensive Benefits Package: Including 25 days annual leave, a 4% company pension with NI benefits, death in service cover (up to £200k), and access to a CashPlan.
*Career Development: Sponsorship for qualifications and professional advancement is provided.
The Role The Paraplanner will work closely with 1–2 Financial Advisers and contribute to delivering first-class financial planning support. Key responsibilities include:
*Conducting detailed research and providing technical assessments.
*Preparing lifetime cashflow models, financial plans, and suitability reports.
*Participating in client meetings and offering clear, actionable advice.
*Managing complex cases and maintaining strong client relationships.
*Ensuring all work is compliant and reflects high ethical standards.
*Contributing to operational improvements and team success.
Ideal Candidate Profile *Qualifications: Level 4 CII Diploma in Financial Planning (mandatory), with advanced qualifications or Chartered Financial Planner status highly desirable.
*Experience: Similar technical role within financial planning.
*Skills and Attributes: Strong analytical and communication skills, attention to detail, and a proactive approach to problem-solving.
Job number 1739495
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Ortus PSR
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