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- Tasks: Lead a paraplanning team and support advisers with complex cases.
- Company: Rapidly growing IFA firm in Brighton with a collaborative culture.
- Benefits: Up to £56,000 salary, bonuses, study support, and flexible working.
- Other info: Enjoy leadership exposure and professional growth opportunities.
- Why this job: Join a dynamic team and progress to an Adviser role in 18-24 months.
- Qualifications: Experience in paraplanning and strong collaboration skills.
The predicted salary is between 42000 - 70000 £ per year.
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 £56,000 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
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
Network like a pro! Reach out to your connections in the finance industry, especially those who work at IFAs. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of paraplanning. We recommend practising common interview questions and scenarios that might come up, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Paraplanner role. We’re all about making the application process smooth and straightforward, so don’t miss out on this opportunity!
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your relevant experience and skills that align with the job description. We want to see how you can contribute to our dynamic team!
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 your background makes you a perfect fit for our evolving culture. Keep it engaging and personal!
Showcase Your Technical Skills: As a technical lead, we’re looking for someone with strong technical skills. Be sure to mention any specific tools or methodologies you’ve used in your previous roles that would benefit our team.
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 us during the process!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning and financial advice. Familiarise yourself with the latest regulations and products, especially those relevant to high-net-worth clients. This will show that you're not just a candidate, but a knowledgeable professional ready to take on the role.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior paraplanners and managing workflow, be prepared to discuss your leadership experiences. Think of specific examples where you've successfully led a team or project, and how you foster collaboration among colleagues. This will demonstrate your fit for the evolving culture of the firm.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with questions that show your interest in the company’s growth and culture. Ask about their approach to career progression and how they support their employees' professional development. This not only shows your enthusiasm but also helps you gauge if the firm aligns with your career goals.
✨Be Yourself
While it's important to be professional, don’t forget to let your personality shine through. The firm values collaboration and an empowered team environment, so being authentic can help you connect with your interviewers. Share your passion for paraplanning and how you envision contributing to their ambitious goals.