Trainee Adviser
other jobs Ortus PSR
Added before 9 Days
- England,South East,Surrey
- Full Time, Permanent
- £40,000 - £60,000 per annum
Job Description:
A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team. The business is enjoying double-digit growth and has already met its Q1 targets, operating in a fast-paced, dynamic environment that rewards proactive individuals.
The firm manages approximately £300 million in assets for around 1,000 clients, ranging from smaller ISA investors to ultra-high-net-worth individuals. The client base is diverse, and the firm prides itself on providing comprehensive financial advice rather than cherry-picking clients.
Salary range: £40,000 – £60,000 depending on experience and technical depth
Clear progression to Junior Financial Planner with commission potential
This role offers excellent scope for progression, with a clear pathway into a Trainee Adviser position within 6–12 months for the right individual.
The Paraplanner will play a critical role in supporting the Managing Director with a busy client portfolio, ensuring the smooth and efficient delivery of advice. The successful candidate will be technically strong, commercially aware, and motivated to develop quickly within financial planning.
Key Responsibilities
* Producing comprehensive reports for advisers
* Drafting complex suitability letters using established templates
* Attending client and adviser meetings to gather information for report writing
* Conducting technical research and summarising findings clearly and concisely
* Presenting pros and cons of different providers in a commercially focused manner
* Performing cashflow modelling using FE
* Managing daily workflows via Simplan
* Supporting general administration related to financial advice delivery
Skills and Experience Required
* Experience as a Paraplanner
* Strong experience using FE for report writing and cashflow modelling
* Proven ability to draft complex suitability letters (including trusts, pension consolidation, tax-free withdrawals, IHT planning)
* Experience with whole-of-market research
* Ability to summarise complex technical information into concise, actionable bullet points
The firm manages approximately £300 million in assets for around 1,000 clients, ranging from smaller ISA investors to ultra-high-net-worth individuals. The client base is diverse, and the firm prides itself on providing comprehensive financial advice rather than cherry-picking clients.
Salary range: £40,000 – £60,000 depending on experience and technical depth
Clear progression to Junior Financial Planner with commission potential
This role offers excellent scope for progression, with a clear pathway into a Trainee Adviser position within 6–12 months for the right individual.
The Paraplanner will play a critical role in supporting the Managing Director with a busy client portfolio, ensuring the smooth and efficient delivery of advice. The successful candidate will be technically strong, commercially aware, and motivated to develop quickly within financial planning.
Key Responsibilities
* Producing comprehensive reports for advisers
* Drafting complex suitability letters using established templates
* Attending client and adviser meetings to gather information for report writing
* Conducting technical research and summarising findings clearly and concisely
* Presenting pros and cons of different providers in a commercially focused manner
* Performing cashflow modelling using FE
* Managing daily workflows via Simplan
* Supporting general administration related to financial advice delivery
Skills and Experience Required
* Experience as a Paraplanner
* Strong experience using FE for report writing and cashflow modelling
* Proven ability to draft complex suitability letters (including trusts, pension consolidation, tax-free withdrawals, IHT planning)
* Experience with whole-of-market research
* Ability to summarise complex technical information into concise, actionable bullet points
Job number 3531537
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Ortus PSR
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