Paraplanner – Mentor, Lead, and develop processes
Are you a 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.
Salary up to £55,000 + Hybrid working
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?
We’re committed to excellence in financial planning—not just for our clients but for our people too. Here’s what makes this opportunity stand out:
A Paraplanning role in a Growing Wealth Management Firm 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)
Experience as a Paraplanner in an IFA or Wealth Management firm.
Strong technical knowledge in investments, pensions, tax planning, and protection.
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Technical Paraplanner in Bromsgrove employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
