At a Glance
- Tasks: Mentor junior Paraplanners while conducting complex financial research and preparing technical reports.
- Company: Join a leading independent wealth management firm managing over £10 billion in client assets.
- Benefits: Enjoy hybrid working, competitive salary, annual bonus, and generous holiday allowance.
- Other info: Opportunities for career progression into managerial or advisory roles.
- Why this job: Make a real impact by shaping the future of Paraplanning and developing industry professionals.
- Qualifications: Diploma in Financial Planning and experience as a Paraplanner in an IFA or Wealth Management firm.
The predicted salary is between 42000 - 66000 £ per year.
Are you a Senior 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.
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?
- A senior Paraplanning role in a Growing Wealth Management Firm – Be part of a firm managing over £10 billion in client assets, 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) – Chartered Status or working towards it is a plus.
- Experience as a Paraplanner in an IFA or Wealth Management firm.
- Strong technical knowledge in investments, pensions, tax planning, and protection.
Technical Paraplanner in Birmingham employer: Ortus Psr
Join a leading independent wealth management firm that prioritises both client success and employee development. With a strong commitment to mentorship, flexible working arrangements, and a culture that fosters professional growth, this is an exceptional opportunity for Senior Paraplanners to shape the future of the industry while enjoying competitive benefits and a supportive work environment.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner in Birmingham
✨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 help you land that dream job.
✨Tip Number 2
Prepare for 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 expertise! Bring along examples of your work or case studies to interviews. This will demonstrate your technical knowledge and how you can contribute to the team’s success.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Technical Paraplanner in Birmingham
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 any mentoring experience, as we’re keen on developing the next generation of Paraplanners.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for financial planning and how you can contribute to our supportive culture. Don’t forget to mention why you’re excited about mentoring junior team members.
Showcase Your Technical Skills:We’re looking for someone with strong technical knowledge in investments, pensions, and tax planning. Be sure to include specific examples of your work in these areas to demonstrate your expertise.
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
✨Know Your Stuff
Make sure you brush up on your technical knowledge in investments, pensions, and tax planning. Be ready to discuss specific cases you've worked on and how you approached complex financial research. This will show that you're not just a Paraplanner but a knowledgeable expert.
✨Showcase Your Mentorship Skills
Since this role involves mentoring junior Paraplanners, think of examples where you've guided or trained others. Share how you helped them grow and what impact it had on their development. This will highlight your leadership qualities and commitment to team growth.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that test your problem-solving skills. Practice articulating how you would handle specific client situations or challenges within the Paraplanning process. This will demonstrate your ability to think critically and provide high-level support.
✨Ask Insightful Questions
At the end of the interview, have some thoughtful questions ready about the firm's culture, mentorship programmes, or future projects. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
