Paraplanner
Ortus Psr

Weybridge, Surrey
•4 hours ago
•No application
About
Diploma-Qualified Technical Paraplanner | Chartered IFA Firm | Weybridge (Hybrid - 4 Days/Month) Join a prestigious, Chartered Independent Financial Advisory firm based in Weybrdige, known for delivering bespoke, high-net-worth financial planning and wealth management services. With a commitment to technical excellence and client-centric advice, our team is built on professionalism, discretion, and deep industry insight. Salary up to £56,000 per annum (depending on experience) As a values-driven firm, we pride ourselves on a collaborative, inclusive culture that respects both technical skill and ethical standards. We’re looking to welcome a highly technical Paraplanner to support our continued growth and uphold the standards expected of a Chartered practice. Key Responsibilities As a core part of our technical team, you will work closely with Chartered Financial Planners to deliver high-quality, compliant advice documentation. You will be responsible for: Producing accurate, tailored Suitability Reports across pensions, investments, tax planning, and IHT Conducting detailed technical research and analysis to support complex advice recommendations Liaising with advisers and administrators to ensure seamless client service Preparing cashflow modelling using industry-standard tools Ensuring all reports and recommendations align with FCA compliance requirements Requirements We are looking for a Paraplanner who brings both depth of knowledge and attention to detail: Diploma in Regulated Financial Planning (Level 4 minimum) Experience in a paraplanning role within an IFA or Wealth Management firm Comfortable working autonomously and remotely, with ability to visit the office 4 days per month in Central London Strong understanding of pensions (DB and DC), ISAs, GIA, IHT planning, and trusts Familiarity with



