Paraplanner
other jobs Ortus PSR
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £50,000 - £60,000 per annum
Job Description:
Paraplanner – High Net Worth Clients
A Role for Someone Who Cares About Doing Things Properly
This is an opportunity to join a boutique wealth management firm that works exclusively with High Net Worth individuals earning in excess of £500,000 per year. The firm advises entrepreneurs, business owners and senior professionals whose financial lives are complex — and deeply personal.
Salary up to £60,000 & Hybrid working flexibility with 3 days in the office and 2 from home.
The culture is thoughtful, collaborative and quietly ambitious. There is no volume-driven mentality. Instead, the focus is on delivering considered, technically excellent advice and building long-term relationships built on trust.
The successful Paraplanner will be someone who values depth over speed, precision over process for its own sake, and meaningful client outcomes over box-ticking.
The Environment
The team is small enough for every individual to have a visible impact, yet established enough to offer stability and long-term opportunity.
* Exposure to complex, intellectually stimulating cases
* A supportive approach to professional development
* Clear progression for those who wish to deepen their technical expertise
* A culture that values discretion, professionalism and mutual respect
The Role
* The Paraplanner will take genuine ownership of cases from inception through to conclusion. This includes:
* Working alongside advisers from the initial fact-find stage
* Researching and designing sophisticated planning strategies
* Producing detailed, technically robust suitability reports
* Building and maintaining complex cashflow models
* Liaising directly with clients and their professional advisers
* Supporting implementation and ongoing review work
The client’s work regularly includes:
* Business exit planning
* Advanced pension and allowance planning
* Tax-efficient investment structuring
* Trust and estate planning strategies
* Intergenerational wealth considerations
* The Paraplanner will be trusted as a key technical partner within the advice process.
The firm is seeking someone who:
* Holds the Diploma in Financial Planning (Chartered or working towards would be welcomed)
* Has experience supporting High Net Worth or complex client cases
* Is technically confident, particularly around tax, invesments and pensions
A Role for Someone Who Cares About Doing Things Properly
This is an opportunity to join a boutique wealth management firm that works exclusively with High Net Worth individuals earning in excess of £500,000 per year. The firm advises entrepreneurs, business owners and senior professionals whose financial lives are complex — and deeply personal.
Salary up to £60,000 & Hybrid working flexibility with 3 days in the office and 2 from home.
The culture is thoughtful, collaborative and quietly ambitious. There is no volume-driven mentality. Instead, the focus is on delivering considered, technically excellent advice and building long-term relationships built on trust.
The successful Paraplanner will be someone who values depth over speed, precision over process for its own sake, and meaningful client outcomes over box-ticking.
The Environment
The team is small enough for every individual to have a visible impact, yet established enough to offer stability and long-term opportunity.
* Exposure to complex, intellectually stimulating cases
* A supportive approach to professional development
* Clear progression for those who wish to deepen their technical expertise
* A culture that values discretion, professionalism and mutual respect
The Role
* The Paraplanner will take genuine ownership of cases from inception through to conclusion. This includes:
* Working alongside advisers from the initial fact-find stage
* Researching and designing sophisticated planning strategies
* Producing detailed, technically robust suitability reports
* Building and maintaining complex cashflow models
* Liaising directly with clients and their professional advisers
* Supporting implementation and ongoing review work
The client’s work regularly includes:
* Business exit planning
* Advanced pension and allowance planning
* Tax-efficient investment structuring
* Trust and estate planning strategies
* Intergenerational wealth considerations
* The Paraplanner will be trusted as a key technical partner within the advice process.
The firm is seeking someone who:
* Holds the Diploma in Financial Planning (Chartered or working towards would be welcomed)
* Has experience supporting High Net Worth or complex client cases
* Is technically confident, particularly around tax, invesments and pensions
Job number 3486049
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