https://jobs.co.uk/job/technical-paraplanner-ortus-psr--47c93f86-38b1-4387-bc89-0e88c0212ec0 RSS feed for Technical Paraplanner at Ortus PSR. en-gb Thu, 02 Jul 2026 02:06:36 GMT https://jobs.co.uk/job/technical-paraplanner-ortus-psr--47c93f86-38b1-4387-bc89-0e88c0212ec0 https://jobs.co.uk/job/technical-paraplanner-ortus-psr--47c93f86-38b1-4387-bc89-0e88c0212ec0 Wed, 01 Jul 2026 11:52:25 GMT Location: Horsham | Salary: 45000.00-45000.00 Annual | Type: Permanent | The OpportunityWe are seeking a highly organised and technically skilled Qualified Technical Paraplanner to work 1-to-1 with a Financial Adviser, providing dedicated support on complex client cases. This is an excellent opportunity for a paraplanner who enjoys deep involvement in the full advice process, from initial scoping through to recommendation and report preparation.Working closely with a single adviser, you will play a key role in delivering high-quality financial planning advice to clients. You will be involved at every stage of the advice journey, ensuring recommendations are technically robust, compliant, and tailored to client needs.Salary up to £53,000 and Hybrid working, office in Horsham Key ResponsibilitiesWork directly alongside an Adviser on their client bank and technical casesUndertake full scoping of advice, including fact-find analysis and identifying planning opportunitiesConduct detailed technical research across pensions, investments, tax planning and protectionPrepare suitability reports and technical documentationAnalyse existing policies and provide recommendation comparisonsSupport the adviser in developing appropriate strategies for clientsEnsure all a... Permanent