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- Tasks: Lead a paraplanning team, manage workflows, and support complex cases.
- Company: Rapidly growing IFA firm in Brighton with a collaborative culture.
- Benefits: Up to £56,000 salary, bonuses, study support, and flexible working.
- Other info: Clear progression path to Adviser role within 18–24 months.
- Why this job: Join a dynamic team and make a real impact in financial advice.
- Qualifications: Experience in paraplanning and strong leadership skills required.
The predicted salary is between 50000 - 56000 £ per year.
A rapidly growing and ambitious IFA firm based in the South is seeking a Senior Paraplanner to join its dynamic Brighton office. With recent acquisitions fuelling expansion, the firm is committed to becoming both the first-choice financial advice provider and the employer of choice in the region. The culture is evolving to prioritise collaboration, career progression, and empowered teams, creating an environment where experienced professionals can truly thrive.
Work Type: Hybrid (Up to 2 days WFH once established), with flexibility (e.g. school runs) based on individual needs
Base Salary: Up to £56,000 & discretionary quarterly bonuses
Study Support: Paid first-attempt qualification exams + up to 2 study leave days
Progression Path: Clear track to Adviser role within 18–24 months, or senior specialist Paraplanning development
Professional Growth: Leadership exposure, pod-based structure, technical mentoring
Responsibilities:
- Act as technical lead for a paraplanning team supporting eight advisers across two pods
- Manage workflow distribution and foster collaboration across advisors and paraplanners
- Provide hands‑on support for complex cases, including HNW clients and technical product recommendations
- Oversee and mentor junior paraplanners
- Collaborate on strategic direction and team restructuring with the Head of Paraplanning
- Conduct in-depth research and suitability report writing for: Fund switches, VCTs, EISs, Business relief, IHT planning, Whole of life protection and annuities
- Participate in firm-wide initiatives including Senior Paraplanner Group meetings
- Liaise with support/admin teams to ensure case flow and client delivery excellence
Requirements:
- Experience in paraplanning, with confidence in handling complex HNW cases
- Qualifications: Diploma (Level 4) essential; Chartered preferred but not required
- Technical Proficiency: Strong leadership mindset and emotional intelligence
- Ability to challenge advisers constructively
- Organised, proactive, and comfortable with conflict resolution when needed
- Strong communicator who enjoys developing others
This is a rare opportunity to take on a genuinely strategic and impactful paraplanning role in a fast-growing firm that values expertise, initiative, and development. If you're a technically strong paraplanner ready to take the next step into leadership—or even into advice—this could be the perfect fit.
Senior Paraplanner in Goring-by-Sea employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Goring-by-Sea
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical skills and leadership experience. We want to see how you can bring value to the team, so share specific examples of how you've tackled complex cases or mentored others in the past.
✨Prepare for the Interview
Do your homework before the interview! Research the company, understand their values, and think about how you can contribute to their growth. We recommend preparing some thoughtful questions to ask them too—this shows you’re genuinely interested and engaged.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make this happen!
We think you need these skills to ace Senior Paraplanner in Goring-by-Sea
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Paraplanner role. Highlight your technical expertise and leadership experience, as these are key for us.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples of how you've handled complex cases and supported others in your previous roles.
Showcase Your Technical Skills: Since this role involves in-depth research and report writing, be sure to mention any relevant qualifications and experiences. We want to see your confidence in dealing with HNW clients and technical products.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around complex HNW cases and the specific products mentioned in the job description. Being able to discuss fund switches, VCTs, and IHT planning confidently will show that you're not just a good fit but also genuinely interested in the role.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior paraplanners and managing workflow, be prepared to share examples of how you've led teams or supported colleagues in the past. Highlight any experiences where you've fostered collaboration or resolved conflicts effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's strategic direction and team structure. This shows that you're not only interested in the role but also in how you can contribute to the company's growth and culture. It’s a great way to demonstrate your proactive mindset.
✨Be Yourself
The firm values emotional intelligence and strong communication skills, so don’t be afraid to let your personality shine through. Share your passion for paraplanning and how you enjoy developing others. Authenticity can set you apart from other candidates.