Paraplanner

Ortus PSR Ltd.; Cambridgeshire and Peterborough; Hybrid; GBP 60,000 - 70,000; Full time

Job summary

A leading financial services firm offers a Senior Paraplanner position, focusing on high-net-worth clients and a blend of analysis, strategy, and client management. This hybrid role provides professional development, guidance opportunities, and the chance to work in a collaborative environment, supporting both client needs and junior staff.

Benefits

Generous holiday allowance

Comprehensive pension scheme

Professional study support

Ongoing CPD access

Career progression opportunities

Wellbeing support

Qualifications

• 5+ years in a paraplanning role, ideally in wealth management.
• Experience with detailed suitability reports for complex financial needs.
• Strong FCA regulatory knowledge.

Responsibilities

• Collaborate with Financial Planners to deliver tailored financial planning recommendations.
• Produce high-quality suitability reports and conduct market research.
• Mentor junior paraplanners and prepare compliant client files.

Skills

FCA principles

Financial planning tools

Written communication

Verbal communication

Mentoring mindset

Education

Diploma in Financial Planning

Advanced Diploma

Job description

Shape the Future of Financial Planning — Senior Paraplanner Opportunity (Hybrid)

Are you an experienced Paraplanner ready to elevate your career in a nationally respected Centre of Excellence? This is your chance to step into a pivotal role where your technical expertise and client-centric approach will directly shape exceptional outcomes for high-net-worth clients.

Why This Opportunity Stands Out

As a Senior Paraplanner, you'll be at the heart of a collaborative and highly skilled paraplanning team, supporting Financial Planners who work with clients holding significant portfolios. The role blends deep technical involvement with client interaction, offering a dynamic mix of analysis, strategy, and relationship management.

Whether you're already chartered or working towards advanced qualifications, you’ll be supported in your professional journey with tailored development opportunities, exposure to complex cases, and the chance to mentor others in your field.

Salary Up to £60,000

What’s on Offer

• Generous holiday allowance
• Comprehensive pension scheme
• Professional study support (including towards Chartered status)
• Ongoing CPD and access to technical specialists
• Clear career progression within paraplanning or into advisory roles
• Wellbeing support, inclusive culture, and high-performing team environment

The Role – Key Responsibilities

• Collaborate closely with Financial Planners to clarify client goals and deliver tailored, compliant financial planning recommendations
• Produce detailed, high-quality suitability reports and recommendation letters for clients with complex financial needs
• Conduct in-depth product and market research, including advanced cashflow modelling and scenario analysis
• Support and guide junior paraplanners, sharing best practice and acting as a go-to technical expert
• Prepare and maintain compliant client files throughout the advice journey
• Attend client meetings where required, helping to build rapport and enhance the overall client experience
• Stay at the forefront of regulatory changes and ensure documentation aligns with FCA standards
• Deputise for the Paraplanning Manager when needed, providing leadership and continuity

What They’re Looking For

• Experience: 5+ years in a paraplanning role, ideally within a wealth management or IFA setting
• Qualifications: Diploma in Financial Planning (minimum); Advanced Diploma or progress toward Chartered status highly desirable
• Skills:
  • Strong understanding of FCA principles and regulatory frameworks
  • Advanced knowledge of financial planning tools, platforms, and products
  • Exceptional written and verbal communication
  • Ability to work independently and handle multiple priorities under pressure
  • A supportive, mentoring mindset with a passion for knowledge-sharing

Development & Growth

• Opportunities to become a subject matter expert or mentor
• Career progression pathways into technical leadership or Financial Planner roles
• Exposure to a broad client base and diverse case work
• Continued professional development supported by structured training and exam sponsorship

This role is perfect for a confident, detail-driven Paraplanner who thrives on solving complex challenges and delivering a top-tier client experience. If you’re ready to take your technical skills and career to the next level, this is the role you’ve been waiting for.

Apply now and become a key part of a high-performing team that’s shaping the future of financial planning.