Paraplanner in Bath - Ortus Psr

A growing financial planning practice in Bath is expanding its client-centric support team. This opportunity is aimed at a Paraplanner who wants to advance within a dynamic environment that prioritises progression, autonomy, and hands-on learning.

The business is committed to developing capability, offering structured development paths and a supportive culture where specialists can deepen their technical expertise.

Salary up to £52,000

What this opportunity delivers

• Clear pathways for career growth, with regular feedback and exposure to complex advisory work.
• Autonomy to shape case work within a collaborative framework, backed by mentors and modern systems.
• Flexible arrangements to support a balanced lifestyle, including hybrid working where appropriate.
• A competitive compensation package paired with benefits designed for long-term professional development.

Role highlights

• Prepare comprehensive client documents to support advisers, including research summaries, financial modelling, and draft recommendations.
• Draft and quality-check suitability reports, illustrations, and investment case files to ensure accuracy and regulatory alignment.
• Aggregate data from multiple sources and perform cashflow analyses and scenario planning as required.
• Collaborate with advisers to translate client goals into clear, robust planning outputs.
• Maintain up-to-date knowledge of products, markets, and industry guidance to inform decisions.
• Assist with annual reviews and ongoing case administration to drive efficiency and service quality.

What the firm is seeking

• Seasoned professionals with a proven track record in paraplanning or financial planning support will thrive in this environment.
• Strong numerical literacy, meticulous attention to detail, and the ability to communicate complex concepts clearly.
• Experience with financial planning software, investment platforms, and CRM systems is highly valued.
• Excellent organisational skills, a proactive approach, and the ability to handle confidential information discreetly.
• Progress toward relevant qualifications (e.g., financial planning diplomas) is advantageous.

Location and working style

• Based in Bath with hybrid options, typically 3 days in the office and 2 from home.