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Financial planner
Senior Paraplanner

Senior Paraplanner

Ortus PSR

Posted 7 hours ago, valid for 21 minutes

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

The Senior Paraplanner position offers a salary of up to £65,000 along with full benefits and a discretionary bonus.
Ideal candidates should have experience in an independent wealth management or IFA setting, particularly in a paraplanning role with direct exposure to high-net-worth clients.
Applicants must be Chartered Financial Planners (CII) or hold an equivalent qualification, with a strong understanding of investment, pensions, tax planning, and asset allocation.
The role involves attending client meetings, creating cashflow models, and addressing complex client queries while ensuring compliance with regulatory standards.
This position allows for hybrid working, combining both office and home-based environments, and emphasizes collaboration and mentorship within the team.

Senior Paraplanner – Elevate Your Financial Planning Career

Salary up to £65,000 + Full Benefits + Discretionary Bonus(Hybrid Working Available)

Are you a Chartered Financial Planner looking to step up your career in a highly respected, independent wealth management firm? Do you thrive on working with high-net-worth (HNW) clients with complex financial planning needs? If so, this Paraplanner role could be the perfect fit.

Why Join Us?

Work closely with a Senior Financial Adviser, supporting a successful team in delivering holistic financial planning to HNW individuals.

Engage with sophisticated clients, many of whom are investment professionals, providing strategic financial planning and wealth management advice.

Join a Corporate Chartered firm, recognised for its ethical practice and outstanding service.

Enjoy a flexible work environment, with a mix of office and home-based working.

The Role – Key Responsibilities

Client Meetings & Financial Planning: Attend client meetings, take detailed notes, and provide tailored technical follow-ups.

Cashflow Modelling & Suitability Reports: Build lifetime cashflow models (ideally using Voyant) and produce comprehensive suitability letters.

Complex & Technical Queries: Handle in-depth client queries on investments, pensions, tax planning, and asset allocation.

Regulatory & Compliance: Stay updated with legislative and regulatory changes, ensuring full compliance.

Team Collaboration & Leadership: Support and mentor administrators on technical matters, ensuring a seamless client experience.

What We’re Looking For

Experience in an independent wealth management or IFA setting, ideally in a paraplanning role with direct HNW client exposure.

Chartered Financial Planner (CII) or equivalent – essential.

Deep knowledge of investment, pensions, tax planning, trusts, pension transfers, and asset allocation.

Experience with Voyant (cashflow modelling) and Intelliflo is highly desirable.

Apply now in a few quick clicks