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- Tasks: Lead and mentor junior Paraplanners while conducting complex financial research.
- Company: Join a top independent wealth management firm managing over £10 billion in client assets.
- Benefits: Enjoy hybrid working, generous holidays, an annual bonus, and a contributory pension scheme.
- Why this job: Make a real impact in a supportive culture that values expertise and professional growth.
- Qualifications: Must have a Diploma in Financial Planning and experience in a wealth management firm.
- Other info: Opportunities for career progression into managerial or advisory roles.
The predicted salary is between 39600 - 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.
Salary up to £55,000 + Hybrid working. 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 employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with current Paraplanners and learn about their experiences. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Showcase your mentoring skills during interviews. Since this role involves guiding junior Paraplanners, be prepared to discuss any previous experience you have in training or mentoring others, even if it's outside of financial services.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and changes in legislation will demonstrate your commitment to technical excellence and your readiness for the role.
✨Tip Number 4
Prepare thoughtful questions for your interview that reflect your understanding of the firm’s culture and values. Asking about their approach to mentorship and team development can show your genuine interest in contributing to their mission.
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Paraplanner, especially in mentoring and technical support. Use specific examples that demonstrate your expertise in financial planning and your ability to guide junior team members.
Craft a Compelling Cover Letter: In your cover letter, express your passion for technical excellence and mentorship. Mention how your background aligns with the company's values and how you can contribute to their culture of learning and professional growth.
Showcase Technical Knowledge: When detailing your experience, emphasise your strong technical knowledge in investments, pensions, tax planning, and protection. Provide examples of complex financial cases you've handled to illustrate your capabilities.
Highlight Leadership Skills: Since this role involves mentoring junior Paraplanners, be sure to highlight any leadership or coaching experiences you have. Discuss how you've previously supported team development and contributed to a positive working environment.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Technical Expertise
As a Senior Paraplanner, it's crucial to demonstrate your strong technical knowledge in areas like investments, pensions, and tax planning. Be prepared to discuss specific cases where you've applied this expertise to achieve positive outcomes.
✨Highlight Mentorship Experience
Since the role involves mentoring junior Paraplanners, share examples of how you've successfully guided others in their professional development. Discuss any training programmes you've implemented or participated in.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex financial planning cases. Prepare to walk through your thought process in tackling these scenarios, showcasing your analytical skills.
✨Emphasise Your Collaborative Spirit
This position values teamwork and collaboration. Be ready to discuss how you've worked effectively within a team, contributed to a positive culture, and supported colleagues in achieving shared goals.
