Paraplanner in London - Ortus Psr

Paraplanner – Join a Respected Independent Financial Planning Firm

Salary: Up to £55,000 + Bonus | London (Hybrid working 3 days in the office and 2 from home) 

An award-winning, well-established Independent Financial Advice firm is seeking an experienced Paraplanner to join its growing team.

This London-based firm has built its reputation over decades through long-term client relationships, ethical advice and professional excellence. Growth has been driven primarily by referrals — a reflection of the trust, integrity and quality of service that underpin the business.

The culture is built on:

• Strong ethical foundations and traditional professional values
• Long-term client relationships rather than transactional advice
• A collaborative, supportive team environment
• High standards of technical excellence and personal service
• A reputation for award-winning financial planning

The Paraplanner will:

• Provide technical research and analysis to support advisers
• Prepare detailed suitability reports and financial planning documentation
• Assist in developing bespoke client recommendations
• Ensure high standards of compliance and accuracy
• Work closely with advisers to deliver exceptional client outcomes
• This role offers the opportunity to be a key part of the advice process, contributing meaningfully to client strategy and long-term planning.

The successful candidate will:

• Have strong paraplanning experience within a financial planning environment
• Demonstrate excellent technical knowledge and attention to detail
• Take pride in producing high-quality, accurate work
• Thrive in a collaborative, professional setting
• Level 4 Diploma 

What’s on Offer

• Salary up to £55,000 per annum
• Performance-related bonus
• A stable, respected firm with an excellent industry reputation
• A supportive, team-oriented culture
• Long-term career development within a high-quality advisory environment
• This is an excellent opportunity for a Paraplanner who values professionalism, integrity and being part of a firm that prioritises both its clients and its people.