Technical Paraplanner

Ortus PSR Ltd.; Bromsgrove; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A leading independent wealth management firm is seeking a Senior Paraplanner to provide technical support while mentoring junior staff. This full-time, hybrid role offers a competitive salary and opportunities for career progression within a forward-thinking culture dedicated to excellence in financial planning.

Benefits

Generous holiday allowance with buy & sell scheme

Birthday off

Annual bonus

Pension scheme

Mentorship opportunities

Qualifications

• Level 4 Qualified (Chartered status is a plus).
• Experience as a Paraplanner in IFA or Wealth Management.
• Strong technical knowledge in financial planning.

Responsibilities

• Conduct and review complex financial research across investments, pensions, and estate planning.
• Mentor and coach junior Paraplanners for professional growth.
• Prepare technical suitability reports and recommendations.

Skills

Technical knowledge in investments

Pension planning

Tax planning

Protection planning

Education

Diploma in Financial Planning

Job description

Senior Paraplanner – Mentor, Lead, and Shape the Future of Paraplanning

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?

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 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.