Ortus PSR Ltd. in Bradford-on-Avon, Wiltshire, UK, is seeking a Senior Paraplanner for a permanent, full-time hybrid role (3 days in the office, 3 from home).
You will deliver detailed financial plans and cash-flow analyses for HNW/UHNW clients, while ensuring compliance and high-quality client service. Candidates should have paraplanning experience with investments and pensions, a strong technical foundation in pensions, investments and tax planning, and progress toward DipPFS/DipFP
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Senior Paraplanner — Autonomy in HNW Wealth (Hybrid) in Bradford-on-Avon 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.
