At a Glance
- Tasks: Support experienced advisers in building complex financial plans for high-net-worth clients.
- Company: Join a small, independent wealth management practice with a focus on client relationships.
- Benefits: Flexible work options, professional development opportunities, and a supportive team environment.
- Other info: Opportunity for professional qualifications and career growth in a rewarding field.
- Why this job: Make a real impact in wealth planning while developing your skills in a dynamic setting.
- Qualifications: Strong communication skills and a passion for finance are essential.
The predicted salary is between 33075 - 40425 £ per year.
Ortus PSR Ltd. in Bradford-on-Avon is seeking a Paraplanner to support a small, independent wealth management practice serving HNW and UHNW private clients. You will work directly with experienced advisers to build complex financial plans and ensure plans reflect deep thinking and strong client relationships.
This core paraplanning role focuses on accuracy, technical excellence, and clear communication, with the opportunity to develop professionally through professional qualifications.
HNW Paraplanner - Wealth Planning with Flexible Work in Bradford-on-Avon employer: Ortus PSR Ltd.
Ortus PSR Ltd. is an exceptional employer that prioritises employee growth and development, offering a clear pathway to leadership roles such as lead adviser or Head of Office. With a supportive work culture and the flexibility of hybrid working in the vibrant city of Bristol, employees are empowered to build meaningful client relationships while contributing to the office's dynamic growth and culture.
