Ortus PSR Ltd. in Leicestershire is hiring a Trainee Paraplanner to join a Chartered wealth management firm.
This genuine development role offers hands-on ownership of advice cases from new client engagement to handover, with office-based start and hybrid work after training. You'll support Financial Planners, prepare meeting packs, and build expertise toward Level 4 Diploma, with clear progression including potential equity ownership.
#J-18808-LjbffrTrainee Paraplanner: Path to Senior Roles & Equity in Enderby employer: Ortus PSR Ltd.
Join a highly-regarded IFA in central London, where you will thrive in a fun and supportive work environment that prioritises your growth as a Financial Planner. With generous earnings potential, full ownership of your client book, and access to ongoing training, this is an exceptional opportunity to build your own business under a successful brand umbrella. Enjoy the flexibility of managing your own schedule while benefiting from a strong back office support system and a collaborative team culture that has seen no advisers leave since 2000.
