Role: Senior Paraplanner
Sector: Financial planning / HNW wealth management (paraplanning)
Location: Bradford-on-Avon, Wiltshire, UK
Employment type: [Permanent] , full-time, hybrid working 3 dayasin 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.
