Technical Paraplanner

Ortus PSR Ltd.; London; On-site; GBP 72,000 - 85,000; Full time

Job summary

A growing Independent Financial Advisory firm is seeking a Lead Chartered Paraplanner to lead their paraplanning function. In this strategic role, you will mentor a team, ensure compliance, and help shape a centre of paraplanning excellence. The ideal candidate will have Chartered status and experience in a senior paraplanning role, coupled with strong technical knowledge across pensions and investment strategies.

Benefits

Career-defining leadership role

Work closely with Chartered Financial Planners

Involvement in process improvements

Qualifications

• Senior or lead paraplanner experience in IFA or wealth management.
• Deep technical knowledge in pensions, investments, and tax strategies.
• Strong leadership skills to mentor junior team members.

Responsibilities

• Lead and mentor a team of paraplanners for high-quality advice support.
• Oversee production of suitability reports for pensions and investments.
• Act as a technical reference for complex client strategies.

Skills

Leadership

Technical Knowledge

Attention to Detail

Education

Chartered Financial Planner status (CII)

Equivalent Level 6 qualification

Job description

Lead Chartered Paraplanner – Shape the Future of Paraplanning in a Growing IFA Firm
Salary up to £85,000 | Career-Defining Leadership Role

Are you a Chartered Paraplanner ready to take the next step in your career? Do you thrive in a technical environment where your knowledge is respected, your voice matters, and your work genuinely influences client outcomes?

This is your opportunity to lead the paraplanning function within a fast-growing, forward-thinking Independent Financial Advisory (IFA) firm. You’ll play a central role in refining processes, mentoring paraplanners, and driving technical excellence across the advice team—all while enjoying the autonomy, respect, and progression your Chartered status deserves.

Why You’ll Want This Role:

• Up to £85,000 salary depending on experience and qualifications
• Leadership position with influence across the advice and compliance functions
• Work closely with Chartered Financial Planners and senior stakeholders
• Help shape and develop a centre of paraplanning excellence
• Join a firm with strong growth plans, robust infrastructure, and a client-centric ethos

What You’ll Be Doing:

• Leading and mentoring a team of paraplanners to ensure high-quality, compliant advice support
• Overseeing the production of suitability reports across pensions, investments, tax, IHT and protection planning
• Acting as a technical reference point for complex cases and client strategies
• Working alongside advisers and compliance to uphold best practice across the advice process
• Driving process improvements and supporting adviser development through structured feedback
• Contributing to product, provider, and market research
• Helping shape the paraplanning team’s structure and recruitment as the firm continues to scale

What You’ll Bring:

• Chartered Financial Planner status (CII) or equivalent Level 6 qualification
• Proven experience in a senior or lead paraplanner role within an IFA or wealth management environment
• Deep technical knowledge across pensions, investments, and tax-efficient strategies
• Passion for accuracy, detail, and high-quality report writing
• Strong leadership skills and the ability to mentor junior team members
• Confidence to challenge, innovate, and contribute to a collaborative advice process

Ready to step into a strategic, leadership-level role where your Chartered expertise drives real impact?
Apply today to find out more.