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- Tasks: Lead and mentor junior Paraplanners while conducting complex financial research.
- Company: Join a top independent wealth management firm managing over £10 billion in client assets.
- Benefits: Enjoy hybrid working, generous holidays, an annual bonus, and a contributory pension scheme.
- Why this job: Make a real impact by shaping the future of Paraplanning in a supportive culture.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and experience in wealth management.
- Other info: Opportunities for career progression into managerial or advisory roles.
The predicted salary is between 33000 - 77000 £ per year.
Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you’re passionate about technical excellence and want to help develop the next generation of Paraplanners, this is the perfect role for you.
Join a leading independent wealth management firm, where you’ll not only provide high-level technical support but also play a key role in mentoring, training, and guiding junior Paraplanners—helping them grow into future industry professionals. This is a full-time, permanent role with hybrid working, a competitive salary, and a supportive, forward-thinking culture that values expertise, leadership, and collaboration.
Why Join Us?
- A senior Paraplanning role in a Growing Wealth Management Firm – Be part of a firm managing over £10 billion in client assets, offering independent financial advice nationwide.
- Mentorship & Team Development – Help train and guide junior Paraplanners, fostering a culture of learning and professional growth.
- Career Progression – Opportunities to advance into Paraplanning Manager, Technical Specialist, or Advisory roles.
- Flexible Working & Holidays – Hybrid working, generous holiday allowance with buy & sell scheme, and your birthday off.
- Annual Bonus & Pension – Competitive salary with a discretionary bonus and a contributory pension scheme.
Your Role as a Senior Paraplanner:
- This role is a blend of high-level technical expertise and team development, ensuring that both client outcomes and Paraplanner progression are prioritised.
- Conducting and reviewing complex financial research across investments, pensions, protection, and estate planning.
- Preparing and reviewing technical suitability reports and financial planning recommendations.
- Supporting high-net-worth and complex financial planning cases.
- Overseeing the quality of work produced by junior Paraplanners, providing technical guidance and feedback.
- Mentoring and coaching Trainee and Junior Paraplanners, supporting their professional growth.
- Assisting in shaping processes, research methodologies, and training programmes for the Paraplanning team.
What We’re Looking For:
- Diploma in Financial Planning (Level 4 Qualified) – Chartered Status or working towards it is a plus.
- Experience as a Paraplanner in an IFA or Wealth Management firm.
- Strong technical knowledge in investments, pensions, tax planning, and protection.
Technical Paraplanner employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with current Paraplanners and learn about their experiences. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Showcase your mentoring skills. Since this role involves training junior Paraplanners, highlight any previous experience you have in coaching or mentoring others. Consider sharing specific examples of how you've helped others grow in their careers.
✨Tip Number 3
Stay updated on industry trends and regulations. Being knowledgeable about the latest developments in financial planning will not only enhance your technical expertise but also demonstrate your commitment to excellence in the field.
✨Tip Number 4
Prepare to discuss your approach to complex financial cases. Be ready to share your thought process and methodologies when handling high-net-worth clients or intricate financial planning scenarios, as this will showcase your technical prowess.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on your technical expertise in investments, pensions, and tax planning. Include any mentoring or training roles you've had to demonstrate your leadership skills.
Craft a Compelling Cover Letter: In your cover letter, express your passion for mentoring and developing junior Paraplanners. Mention specific examples of how you've contributed to team development in previous roles, and align your values with the company's commitment to excellence.
Showcase Relevant Qualifications: Clearly list your qualifications, such as your Diploma in Financial Planning and any progress towards Chartered Status. This will help establish your credibility and suitability for the role.
Prepare for Technical Questions: Anticipate technical questions related to financial planning during the interview process. Brush up on your knowledge of complex financial research and be ready to discuss your approach to preparing suitability reports and recommendations.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Technical Expertise
As a Senior Paraplanner, it's crucial to demonstrate your strong technical knowledge in areas like investments, pensions, and tax planning. Be prepared to discuss specific cases where you've applied this expertise to achieve positive outcomes.
✨Highlight Mentorship Experience
Since the role involves mentoring junior Paraplanners, share examples of how you've successfully guided others in their professional development. Discuss any training programmes you've implemented or participated in.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex financial planning cases. Prepare to walk through your thought process in tackling these scenarios, showcasing your analytical skills.
✨Emphasise Team Collaboration
This position values collaboration, so be ready to discuss how you've worked effectively within a team. Share experiences where you contributed to shaping processes or improving team dynamics, highlighting your leadership qualities.
