Senior Paraplanner
other jobs Ortus PSR
Added before 2 Days
- England,South West,Wiltshire
- Full Time, Permanent
- £45,000 - £65,000 per annum
Job Description:
Full job descriptionRole: Senior Paraplanner
Sector: Financial planning / HNW wealth management (paraplanning)
Location: Bradford-on-Avon, Wiltshire, UK
Employment type: [Permanent] , full-time, hybrid working 3 dayasin the office and 3 from home.
Salary: Competitive, up to £65,000
Employer: A small, independent, manager-owned wealth management practice serving HNW and UHNW private clients
Summary: A Senior Paraplanner role at a client-first, manager-owned wealth management practice in Bradford-on-Avon serving HNW/UHNW clients. Responsibilities include producing detailed financial plans and cash-flow analysis, managing client-facing communications, supporting fund reviews and portfolio monitoring, and maintaining compliance documentation. Requires paraplanning experience across investments and pensions, a strong technical foundation in pensions, investments and tax planning, and DipPFS/DipFP or progress towards these qualifications.
This is a manager-owned practice — the founders and principals are present, accessible and invested in building a great place to work. You’ll experience:
*Investment in your development: time and support for professional qualifications and technical training
*A client-first culture: no sales target pressure, no rushed work — quality always comes first
*Real autonomy: you’ll be trusted to own your work and contribute ideas
*HNW planning experience: every day brings complex, rewarding planning work with sophisticated clients
*A small, stable team: close working relationships, genuine collaboration, no corporate churn
*Full administration support and flexible working arrangements
Who we’re looking for
*Experience of paraplanning handling investments and pensions
*Strong technical foundation in pensions, investments and tax planning
*Meticulous with detail and client communication — this role is built on precision and clarity
*Comfortable working independently and collaboratively, taking ownership of your workload
*Genuine interest in client outcomes and wealth planning as a discipline, not just process
*DipPFS, DipFP
Sector: Financial planning / HNW wealth management (paraplanning)
Location: Bradford-on-Avon, Wiltshire, UK
Employment type: [Permanent] , full-time, hybrid working 3 dayasin the office and 3 from home.
Salary: Competitive, up to £65,000
Employer: A small, independent, manager-owned wealth management practice serving HNW and UHNW private clients
Summary: A Senior Paraplanner role at a client-first, manager-owned wealth management practice in Bradford-on-Avon serving HNW/UHNW clients. Responsibilities include producing detailed financial plans and cash-flow analysis, managing client-facing communications, supporting fund reviews and portfolio monitoring, and maintaining compliance documentation. Requires paraplanning experience across investments and pensions, a strong technical foundation in pensions, investments and tax planning, and DipPFS/DipFP or progress towards these qualifications.
This is a manager-owned practice — the founders and principals are present, accessible and invested in building a great place to work. You’ll experience:
*Investment in your development: time and support for professional qualifications and technical training
*A client-first culture: no sales target pressure, no rushed work — quality always comes first
*Real autonomy: you’ll be trusted to own your work and contribute ideas
*HNW planning experience: every day brings complex, rewarding planning work with sophisticated clients
*A small, stable team: close working relationships, genuine collaboration, no corporate churn
*Full administration support and flexible working arrangements
Who we’re looking for
*Experience of paraplanning handling investments and pensions
*Strong technical foundation in pensions, investments and tax planning
*Meticulous with detail and client communication — this role is built on precision and clarity
*Comfortable working independently and collaboratively, taking ownership of your workload
*Genuine interest in client outcomes and wealth planning as a discipline, not just process
*DipPFS, DipFP
Job number 4126158
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