Ortus PSR Ltd in London is seeking a Chartered Paraplanner to work closely with a Senior Adviser on a high net worth book. The role covers trusts, IHT, pensions and investments, with lifetime cashflow modelling in Voyant and producing suitability letters and client reviews for around 100 clients.
The postholder attends client meetings, works in the London office two days a week (hybrid) and is supported by a paraplanner and an Administrator, with opportunities to mentor colleagues and develop
#J-18808-Ljbffr
Senior Paraplanner: HNW Wealth & Trusts (Hybrid) 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.
