Ortus PSR Ltd. seeks an experienced Paraplanner for its Wakefield area office. You will convert client data and adviser recommendations into accurate, compliant financial planning reports, supporting advisers with technical, well-reasoned recommendations.
The role emphasizes pensions, investments and planning documentation, with no mortgage advice required. A Level 4 Diploma or equivalent is desirable, and the team offers a collaborative, supportive environment.
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Senior Paraplanner: Technical Pensions & Investments in Castleford 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.
