At a Glance
- Tasks: Create detailed financial plans and manage client communications in a supportive team.
- Company: A small, independent wealth management practice focused on high-net-worth clients.
- Benefits: Competitive salary, professional development support, and flexible hybrid working.
- Other info: Enjoy close collaboration in a stable team with no corporate churn.
- Why this job: Join a client-first culture where quality work and autonomy are valued.
- Qualifications: Experience in paraplanning with a strong foundation in investments and pensions.
The predicted salary is between 42750 - 52250 £ per year.
Role: Senior Paraplanner
Sector: Financial planning / HNW wealth management (paraplanning)
Location: Bradford-on-Avon, Wiltshire, UK
Employment type: Permanent, full-time, hybrid working 3 days in the office and 3 from home.
Salary: Competitive, up to £65,000
Employer: A small, independent, manager-owned wealth management practice serving HNW and UHNW private clients.
Summary: A Senior Paraplanner role at a client-first, manager-owned wealth management practice in Bradford-on-Avon serving HNW/UHNW clients. Responsibilities include producing detailed financial plans and cash-flow analysis, managing client-facing communications, supporting fund reviews and portfolio monitoring, and maintaining compliance documentation. Requires paraplanning experience across investments and pensions, a strong technical foundation in pensions, investments and tax planning, and DipPFS/DipFP or progress towards these qualifications.
This is a manager-owned practice — the founders and principals are present, accessible and invested in building a great place to work.
You'll experience:
- Investment in your development: time and support for professional qualifications and technical training
- A client-first culture: no sales target pressure, no rushed work — quality always comes first
- Real autonomy: you'll be trusted to own your work and contribute ideas
- HNW planning experience: every day brings complex, rewarding planning work with sophisticated clients
- A small, stable team: close working relationships, genuine collaboration, no corporate churn
- Full administration support and flexible working arrangements
Who we're looking for:
- Experience of paraplanning handling investments and pensions
- Strong technical foundation in pensions, investments and tax planning
- Meticulous with detail and client communication — this role is built on precision and clarity
- Comfortable working independently and collaboratively, taking ownership of your workload
- Genuine interest in client outcomes and wealth planning as a discipline, not just process
- DipPFS, DipFP
Senior Paraplanner in Bradford-on-Avon employer: Ortus PSR Careers
Join a forward-thinking wealth management firm in Launceston, Cornwall, where you can thrive as an Independent Financial Adviser. With a strong emphasis on client-centric service and a supportive work culture, you'll benefit from comprehensive in-house resources, marketing support, and opportunities for professional growth. Enjoy the flexibility of a home-based role while having access to office facilities, allowing you to focus on building meaningful client relationships and achieving financial independence for your clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Bradford-on-Avon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus PSR Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner in Bradford-on-Avon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus PSR Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus PSR Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus PSR Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus PSR Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus PSR Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus PSR Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
