N/A is seeking a Paraplanner to join a dynamic wealth management team in a hybrid role based in Birmingham. The firm delivers holistic financial planning for high-net-worth clients, business owners and families, ensuring reports are accurate, compliant and aligned with client goals.
The Paraplanner will prepare technically sound reports, conduct in-depth research and support advisors in delivering independent financial planning that enhances client outcomes.
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Hybrid Paraplanner — Holistic Financial Planning Pro 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.
