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For Companies At a Glance
- Tasks: Lead a paraplanning team, manage workflows, and support complex cases.
- Company: Rapidly growing IFA firm in Godalming with a collaborative culture.
- Benefits: Up to £52,000 salary, bonuses, study support, and hybrid work options.
- Why this job: Join a dynamic team and make a real impact in financial advice.
- Qualifications: Experience in paraplanning and strong leadership skills required.
- Other info: Clear progression path to Adviser role within 18-24 months.
The predicted salary is between 42000 - 52000 £ per year.
Job Description
Senior Paraplanner – Godalming (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 Godalming 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
✨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 current employees at firms you’re interested in. Building relationships can open doors that applications alone can’t.
✨Show Off Your Skills
When you land an interview, make sure to highlight your technical expertise and leadership qualities. Prepare examples of how you've handled complex cases or mentored others. We want to see your problem-solving skills in action!
✨Tailor Your Approach
Every firm is different, so do your homework! Understand their culture and values, and tailor your conversations to show how you fit in. Mention specific projects or initiatives they’re involved in and how you can contribute.
✨Follow Up with Flair
After your interview, don’t just sit back and wait. Send a personalised thank-you email, reiterating your interest in the role and mentioning something specific from your conversation. It shows you’re keen and keeps you on their radar!
We think you need these skills to ace Senior Paraplanner
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 proficiency and leadership mindset, 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 dynamic team. Share specific examples of how you've handled complex cases and supported others in your previous roles.
Showcase Your Technical Skills: In your application, don't shy away from detailing your experience with HNW clients and technical product recommendations. We want to see your confidence in handling complex paraplanning tasks.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quickly!
How to prepare for a job interview at Ortus Psr
✨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.
✨Prepare for Collaboration Questions
The firm values collaboration, so expect questions about how you work with others. Think of specific instances where you've fostered teamwork or contributed to a strategic direction. This will demonstrate that you align with their evolving culture.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions that show your interest in the firm's future and your potential role in it. Inquire about their plans for team restructuring or how they envision the progression path for someone in your position. This shows you're thinking long-term!
