Ortus PSR Ltd. in Enderby, Leicestershire is seeking an experienced Paraplanner to join a Chartered, independently owned financial planning firm. The role focuses on producing suitability reports, research and cash flow analysis, supporting senior Financial Planners, and ensuring compliance.
Hybrid working after induction and training, with a salary up to £60,000 plus bonus and benefits. You will report to the Head of Paraplanning and work within a collaborative, high-standard team environment.
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Senior Paraplanner - Hybrid, Pension & Investments in Blaby employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
