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- Tasks: Lead a paraplanning team, manage workflows, and support complex cases.
- Company: Rapidly growing IFA firm in Haywards Heath 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 – Haywards Heath (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 Haywards Heath 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 professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. We recommend having a few examples ready that showcase your experience with complex cases and leadership skills. Remember, confidence is key—show them why you’re the perfect fit for their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. Plus, it keeps you fresh in their minds as they make their decision.
✨Apply Through Our Website
We’ve got some fantastic opportunities listed on our website, so make sure to check them out! Applying directly through us not only shows your enthusiasm but also gives you a better chance of standing out in the crowd. Let’s get you that Senior Paraplanner role!
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Senior Paraplanner role. Highlight your experience with HNW clients and any leadership roles you've had, as this will show us you're ready for the challenge.
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 you can contribute to our dynamic team. Be sure to mention any relevant qualifications and your approach to mentoring others.
Showcase Your Technical Skills: Since this role involves complex cases and technical product recommendations, make sure to detail your technical proficiency in your application. We want to see how you’ve tackled similar challenges in the past!
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’re considered for this exciting opportunity. Plus, it shows us you’re keen on joining our team!
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, EISs, 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. Highlight any experiences where you've fostered collaboration or resolved conflicts effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's strategic direction and team dynamics. 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 demonstrate your proactive mindset.
✨Be Yourself
The firm values emotional intelligence and strong communication skills, so let your personality shine through. Be genuine in your responses and show your enthusiasm for the opportunity to grow within the company. Remember, they’re looking for someone who fits into their evolving culture!
