At a Glance
- Tasks: Craft tailored financial recommendations and support Chartered Advisers in a hybrid role.
- Company: Join Ortus PSR Ltd., a leading advisory firm with a focus on high-net-worth clients.
- Benefits: Enjoy CPD support, career progression, and a flexible working environment.
- Other info: Mentor junior paraplanners and thrive in a supportive team atmosphere.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: A Level 4 Diploma in Regulated Financial Planning and strong report-writing skills required.
The predicted salary is between 54000 - 66000 £ per year.
Ortus PSR Ltd. is seeking a Paraplanner to join our advisory team in a hybrid role.
You will craft technically robust recommendations for high-net-worth clients, supporting Chartered Advisers while ensuring compliant, high-quality advice experiences.
You'll research pensions, investments, estate planning, and tax considerations, draft bespoke suitability reports, and mentor junior paraplanners.
A Level 4 Diploma in Regulated Financial Planning and strong report-writing skills are essential; the
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Paraplanner - Hybrid Role with Chartered Path & CPD Support 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.
