Ortus PSR Ltd is seeking a Technical Paraplanner for a non-client-facing, long-term technical specialist role. You will build the advisory framework behind each financial plan, digging into fact finds, cashflows and meeting notes, stress-testing options, and ensuring everything sent out is technically sound and compliant.
You’ll work closely with Client Facing Paraplanners, Financial Planners and Client Partners, but you will own the rigour behind the advice.
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Technical Paraplanner: Precision-Driven Advice Backbone in Liverpool 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.
