Ortus PSR Ltd. is seeking an Experienced Financial Planner in Glasgow to advise a portfolio of around 150 to 250 households on investments, pensions, protection, and intergenerational planning with interactive cashflow modelling.
You will build long-term client relationships, work with a centralised investment proposition, and collaborate with adviser support and paraplanning colleagues in a compliant, client-focused environment.
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Senior Financial Planner – £100k OTE + Car Allowance in Glasgow 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.