At a Glance
- Tasks: Support Wealth Planners with complex client advice and mentor junior team members.
- Company: Join a forward-thinking financial planning firm focused on client outcomes.
- Benefits: Competitive salary, hybrid working, generous pension, and funded professional development.
- Other info: Be part of an inclusive team culture with opportunities to drive change.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in paraplanning.
The predicted salary is between 50000 - 60000 £ per year.
Company Overview
Join a forward-thinking, client-centric financial planning firm known for delivering holistic advice across pensions, investments, tax planning, and protection. With a strong culture of professionalism, accountability, and continuous development, this firm supports a high-performing team and offers excellent progression opportunities.
As a Senior Paraplanner, you will play a pivotal role in supporting experienced Wealth Planners with complex client advice, mentoring junior team members, and contributing to ongoing process improvement—all within a firm that places values and client outcomes at the heart of everything it does.
Responsibilities
- Client-Centric Research & Technical Support
- Conduct detailed research across pensions, investments, protection, and tax planning
- Prepare accurate cashflow models and technical analysis to support Wealth Planner recommendations
- Draft tailored, FCA-compliant suitability reports and recommendation letters
- Identify future advice opportunities and flag them proactively to advisers
- Support vulnerable clients with sensitivity and adapt communication accordingly
- Team Leadership & Development
- Mentor, coach, and provide quality oversight for less experienced Paraplanners
- Share technical knowledge and support onboarding and training initiatives
- Act as a point of reference for complex technical queries
- Process Improvement & Regulatory Compliance
- Review and refine report templates for consistency and efficiency
- Contribute to process development initiatives across the Paraplanning function
- Maintain up-to-date CPD and comply with FCA certification requirements
- Champion best practice, knowledge sharing, and continuous improvement
Requirements
- Technical & Professional Qualifications
- Level 4 Diploma in Regulated Financial Planning (essential)
- Working towards Chartered status (desirable)
- Strong understanding of FCA regulations and compliance frameworks
- Experience
- Proven track record in paraplanning within a holistic financial planning or IFA environment
- Expertise in pensions, investments, life insurance, and tax wrappers
- Experience supporting complex cases and high-net-worth clients
- Systems & Tools
- Proficient in MS Word, Excel, Outlook, PowerPoint
- Experience with cashflow planning tools (e.g., Voyant, CashCalc) – desirable
- Experience with back-office systems (e.g., XPlan) – desirable
- Core Skills
- High attention to detail and numerical accuracy
- Clear, confident communication – written and verbal
- Excellent organisational, prioritisation, and stakeholder management skills
- A proactive, collaborative approach to teamwork and learning
Benefits
- Competitive salary: £50,000 – £60,000 per annum
- Hybrid working model (Cambridge HQ)
- Generous pension and holiday entitlement
- Funded CPD and support toward Chartered status
- Inclusive, ambitious, and supportive team culture
- Opportunities to influence process and drive change
Senior Paraplanner in London employer: Ortus PSR Ltd.
Join a dynamic and client-focused financial planning firm in Cambridge, where your role as a Senior Paraplanner will be pivotal in shaping client outcomes and mentoring the next generation of financial professionals. With a strong emphasis on professional development, a hybrid working model, and a culture that champions inclusivity and collaboration, this firm not only values your expertise but also invests in your growth through funded CPD and support towards achieving Chartered status.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online forums. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Paraplanner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and understanding of FCA regulations. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key, and we want you to shine!
✨Tip Number 3
Showcase your mentoring skills! If you’ve had experience coaching junior team members, make sure to highlight this during interviews. We love seeing candidates who can lead and inspire others, especially in a client-centric environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who align with our values and commitment to client outcomes.
We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in paraplanning and financial advice. We want to see how your skills align with our client-centric approach and the specific responsibilities of the Senior Paraplanner role.
Showcase Your Technical Skills:Don’t forget to mention your proficiency in tools like MS Word, Excel, and any cashflow planning software you’ve used. We’re keen on seeing how you can contribute to our process improvement initiatives with your technical know-how.
Highlight Your Mentoring Experience:As a Senior Paraplanner, mentoring is key! Share examples of how you've supported junior team members or contributed to training initiatives. We value a collaborative spirit and want to know how you can help us grow as a team.
Apply Through Our Website:We encourage you to submit your application through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and tax planning. Familiarise yourself with the latest FCA regulations and compliance frameworks. This will not only help you answer technical questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Mentoring Skills
As a Senior Paraplanner, you'll be expected to mentor junior team members. Prepare examples of how you've supported others in the past, whether through training or providing guidance on complex cases. This will demonstrate your leadership potential and commitment to team development.
✨Be Client-Centric
Since the firm values client outcomes, think about how you can contribute to this. Prepare to discuss how you've previously identified advice opportunities for clients and how you adapt your communication style to meet their needs, especially for vulnerable clients.
✨Process Improvement Mindset
The role involves contributing to process development initiatives, so come ready with ideas! Think about any processes you've improved in previous roles and be prepared to discuss how you can bring that mindset to the team. This shows you're proactive and keen on continuous improvement.
