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Posted 21 July, 2026

Paraplanner

Ortus PSR
Gloucester, ENG, GB Full Time

Job Description

An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment.

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This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly.

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Salary up to £45,000 + Bonus & hybrid wokring 3 days in the office and 2 from home

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Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a “production-line” approach to advice.

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The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports.

The Role\n
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    Analyse complex client circumstances, objectives, and risk profiles

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    Conduct detailed research across pensions, investments, and protection solutions

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    Produce cashflow modelling and technical analysis to support advice strategies

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    Prepare high-quality, compliant suitability and recommendation reports

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    Work closely with advisers, constructively challenging recommendations where appropriate

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    Maintain accurate and up-to-date client records on back-office systems

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The Ideal Candidate\n
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    GCSEs (or equivalent) including English and Maths

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    Studying towards or holding the Diploma in Financial Planning (Level 4)

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    Experience in an IFA or Wealth Management environment

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    Strong, demonstrable experience writing suitability and recommendation reports

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    Confident technical knowledge across pensions, investments, and protection

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    Corporate or employee benefits exposure is beneficial but not essential

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Why This Role\n
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    A clear focus on technical depth and complex planning work

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    A collaborative culture where paraplanners’ expertise is valued

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    Supportive management and realistic workloads

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    Hybrid and agile working model

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    Ongoing professional development with salary increases linked to qualifications

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The Package\n
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    Competitive salary

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    Generous holiday allowance with holiday trading options

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    Employer pension contributions based on total earnings

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    Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options

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