At a Glance
- Tasks: Lead a paraplanning team, manage workflows, and support complex cases for high-net-worth clients.
- Company: Rapidly growing IFA firm in Brighton with a collaborative and empowering culture.
- Benefits: Up to £56,000 salary, bonuses, study support, and flexible hybrid work options.
- Other info: Clear progression path to Adviser role within 18–24 months and strong professional growth opportunities.
- Why this job: Join a dynamic team and progress to leadership while making a real impact in financial advice.
- Qualifications: Experience in paraplanning and a Level 4 Diploma; Chartered preferred but not essential.
The predicted salary is between 56000 - 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 employer: Ortus PSR Ltd.
Join a rapidly growing IFA firm in Brighton that prioritises collaboration, career progression, and employee empowerment. With a clear path to advancement and a supportive hybrid work environment, this is an excellent opportunity for experienced paraplanners to thrive while enjoying competitive salaries, study support, and leadership exposure. The firm's commitment to becoming the employer of choice in the region makes it an attractive place for professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Goring
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that Senior Paraplanner role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to paraplanning. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your leadership skills! When discussing your experience, highlight times when you’ve mentored others or led projects. This will resonate well with firms looking for someone to take on a strategic role.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Plus, it gives you a chance to stand out and show us why you’d be a great fit for our team.
We think you need these skills to ace Senior Paraplanner in Goring
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Paraplanner role. Highlight your experience with HNW clients and any leadership roles you've had, as we want to see how you can contribute to our dynamic team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about paraplanning and how your background aligns with our firm's goals. Don't forget to mention your interest in career progression and collaboration!
Showcase Your Technical Skills:Since this role involves complex cases and technical product recommendations, be sure to highlight your technical proficiency. Mention any relevant qualifications and your experience with fund switches, IHT planning, and other key areas we focus on.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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. Highlighting your emotional intelligence and conflict resolution skills can really set you apart.
✨Be Collaborative
The firm values collaboration, so think about how you can demonstrate your ability to work well with others. Prepare to discuss any experiences where you've successfully collaborated with advisers or other teams to achieve a common goal.
✨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 engage with the interviewers and leave a lasting impression.
