Paraplanner in Aylesbury - Ortus Psr

Paraplanner – Hybrid | Up to £45,000 | An opportunity to grow within a high-performing, client-focused wealth management team.

A well-established and forward-thinking wealth management firm based in Berkhamsted is seeking an experienced Paraplanner to join its expanding team. This is a unique opportunity to be part of a collaborative environment where continuous development, professional excellence, and team-based success are at the core of the culture.

With a strong focus on training, career progression, and technical upskilling, the firm supports individuals who are passionate about financial planning and eager to contribute to delivering exceptional client service. The successful candidate will work alongside Chartered Financial Planners, Investment Specialists, and Managing Directors in a role that combines technical depth with real career growth potential.

Work Type: Hybrid – 3 days in-office (Tuesday to Thursday), 2 days remote (Monday and Friday)

Hours: Full-time, 37.5 hours/week (Monday to Friday, 9:00am–5:30pm)

Salary & Benefits

Salary: £35,000 – £45,000 (depending on experience and qualifications)

Holiday: 25 days annual leave plus bank holidays, with a holiday purchase scheme

Pension: Contributory pension scheme with salary exchange benefits

Additional Benefits:

Life assurance (3x salary)

Employee Assistance Programme

Study support toward Level 4 Diploma and beyond

Responsibilities

Produce high-quality suitability reports for pensions, investments, and complex financial planning cases

Draft advice letters and recommendations in line with FCA guidelines

Support annual review meetings with tailored documentation and performance reports

Conduct research using tools such as FE Analytics, CashCalc, and Defaqto

Build detailed cash flow models to support client financial goals

Respond to complex client and adviser queries with technical accuracy

Maintain and update CRM systems (e.g. X-Plan, Intelligent Office)

Collaborate with advisers and occasionally attend client meetings

Ensure compliance with all relevant regulations and internal standards

Requirements

Paraplanning experience within an IFA or financial planning setting

Diploma in Regulated Financial Planning (CII Level 4 or equivalent) or close to completing. 

Excellent report writing and communication skills

High attention to detail, strong organisational skills, and time management

This is a fantastic opportunity for a skilled Paraplanner who thrives in a collaborative, knowledge-sharing culture with clear routes for growth. Those who are passionate about delivering outstanding client outcomes and developing their technical expertise are encouraged to apply.