Technical Paraplanner

Ortus PSR Ltd; Bromsgrove; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Hybrid working

Birthday off

Holiday buy/sell scheme

Job summary

Ortus PSR Ltd in the United Kingdom is seeking a Senior Paraplanner to mentor and lead the Paraplanning team, delivering high‑level technical support across investments, pensions, and protection.

This full‑time, permanent role offers hybrid working, a salary up to £55,000, a supportive culture, and opportunities to progress into management or advisory roles while shaping processes and training for junior staff.

Qualifications

• Diploma in Financial Planning (Level 4) is required.
• Experience as a Paraplanner in an IFA or Wealth Management firm.
• Strong technical knowledge across investments, pensions, tax planning and protection.

Responsibilities

• 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.

Skills

Investments knowledge

Pensions knowledge

Tax planning knowledge

Protection products knowledge

Education

Diploma in Financial Planning (Level 4)

Job description

Paraplanner – Mentor, Lead, and develop processes

Are you a 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?

We’re committed to excellence in financial planning—not just for our clients but for our people too. Here’s what makes this opportunity stand out:

A Paraplanning role in a Growing Wealth Management Firm 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)

Experience as a Paraplanner in an IFA or Wealth Management firm.

Strong technical knowledge in investments, pensions, tax planning, and protection.