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For Companies At a Glance
- Tasks: Lead a paraplanning team, manage workflows, and support complex cases.
- Company: Join a rapidly growing IFA firm in Brighton focused on collaboration and career progression.
- Benefits: Enjoy hybrid work options, competitive salary, bonuses, and study support for qualifications.
- Why this job: Be part of a dynamic culture that values expertise and offers clear progression to leadership roles.
- Qualifications: Experience in paraplanning with a Diploma (Level 4) is essential; Chartered preferred.
- Other info: This role offers a unique chance to influence strategic direction and mentor junior staff.
The predicted salary is between 42000 - 52000 £ per year.
Job Description
Senior Paraplanner – Brighton (Hybrid) | IFA | Leadership & Technical Role
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 £52,000 & 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 employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as VCTs, EISs, and IHT planning. Being able to discuss these topics confidently during your interview will demonstrate your technical proficiency and readiness for the role.
✨Tip Number 2
Highlight your leadership experience and emotional intelligence in your conversations with us. Since this role involves mentoring junior paraplanners and collaborating with advisers, showcasing your ability to lead and support others will set you apart from other candidates.
✨Tip Number 3
Prepare examples of how you've successfully managed complex cases in the past, especially those involving high-net-worth clients. Sharing these experiences will illustrate your capability to handle the responsibilities outlined in the job description.
✨Tip Number 4
Engage with our company culture by researching our values and recent initiatives. Showing that you align with our commitment to collaboration and professional growth will resonate well during interviews and help you connect with our team.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning, especially with complex HNW cases. Emphasise any leadership roles or mentoring experiences you've had, as these are key for the Senior Paraplanner position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their focus on collaboration and professional growth, and provide specific examples of how you've successfully managed workflows or mentored others.
Showcase Technical Proficiency: Demonstrate your technical knowledge in your application. Reference your experience with fund switches, VCTs, EISs, and other relevant areas mentioned in the job description. This will show that you understand the complexities of the role.
Highlight Your Leadership Mindset: Since the role involves acting as a technical lead, make sure to highlight your leadership mindset and emotional intelligence. Provide examples of how you've constructively challenged advisers or resolved conflicts in previous roles.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Technical Expertise
As a Senior Paraplanner, you'll need to demonstrate your knowledge of complex financial products and strategies. Be prepared to discuss specific cases you've handled, particularly those involving high-net-worth clients, and how you approached the technical aspects.
✨Emphasise Leadership Skills
This role involves mentoring junior paraplanners and collaborating with advisers. Highlight any previous leadership experiences or situations where you've successfully guided a team or individual, showcasing your ability to foster collaboration and support others.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and conflict resolution abilities. Think of examples where you've had to manage workflow distribution or resolve conflicts within a team, and be ready to explain your thought process and outcomes.
✨Align with Company Culture
The firm values collaboration and career progression. Research their culture and be ready to discuss how your personal values align with theirs. Share your thoughts on teamwork and how you can contribute to creating an empowered environment.
