Ortus PSR Ltd. in the UK is seeking an experienced Paraplanner to support a Chartered Financial Adviser on high-value, technically complex portfolios for HNW clients.
You will craft bespoke reports, conduct in-depth research on pensions, tax planning, ISAs, IHT and trusts, and contribute to detailed cashflow modelling and regulatory compliant documentation.
Hybrid role: 3 days in Marlow office and 2 days remote; 60k salary with study support toward Chartered status.
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Paraplanner for HNW Wealth - Hybrid London in Marlow 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.
