Overview
Senior Paraplanner Jobs in City Of London, UK at Ortus PSR Ltd.
Location: City Of London
Company Overview
Join a forward-thinking, client-centric financial planning firm known for delivering holistic advice across pensions, investments, tax planning, and protection. With a strong culture of professionalism, accountability, and continuous development, this firm supports a high-performing team and offers excellent progression opportunities.
As a Senior Paraplanner, you’ll play a pivotal role in supporting experienced Wealth Planners with complex client advice, mentoring junior team members, and contributing to ongoing process improvement—all within a firm that places values and client outcomes at the heart of everything it does.
Responsibilities
Client-Centric Research & Technical Support
- Conduct detailed research across pensions, investments, protection, and tax planning
- Prepare accurate cashflow models and technical analysis to support Wealth Planner recommendations
- Draft tailored, FCA-compliant suitability reports and recommendation letters
- Identify future advice opportunities and flag them proactively to advisers
- Support vulnerable clients with sensitivity and adapt communication accordingly
Team Leadership & Development
- Mentor, coach, and provide quality oversight for less experienced Paraplanners
- Share technical knowledge and support onboarding and training initiatives
- Act as a point of reference for complex technical queries
Process Improvement & Regulatory Compliance
- Review and refine report templates for consistency and efficiency
- Contribute to process development initiatives across the Paraplanning function
- Maintain up-to-date CPD and comply with FCA certification requirements
- Champion best practice, knowledge sharing, and continuous improvement
Requirements
Technical & Professional Qualifications
- Level 4 Diploma in Regulated Financial Planning (essential)
- Working towards Chartered status (desirable)
- Strong understanding of FCA regulations and compliance frameworks
Experience
- Proven track record in paraplanning within a holistic financial planning or IFA environment
- Expertise in pensions, investments, life insurance, and tax wrappers
- Experience supporting complex cases and high-net-worth clients
Systems & Tools
- Proficient in MS Word, Excel, Outlook, Power Point
- Experience with cashflow planning tools (e.g., Voyant, Cash Calc) – desirable
- Experience with back-office systems (e.g., XPlan) – desirable
Core Skills
- High attention to detail and numerical accuracy
- Clear, confident communication – written and verbal
- Excellent organisational, prioritisation, and stakeholder management skills
- A proactive, collaborative approach to teamwork and learning
Benefits
- Competitive salary: £50,000 – £60,000 per annum
- Generous pension and holiday entitlement
- Funded CPD and support toward Chartered status
- Inclusive, ambitious, and supportive team culture
- Opportunities to influence process and drive change
#J-18808-Ljbffr
Title: Senior Paraplanner
Company: Ortus PSR Ltd.
Location: City Of London, UK
Category:
