Ortus PSR Ltd is seeking a Chartered Paraplanner / Senior Technical Consultant in London. The role combines high-touch client work with technical leadership in Trusts, IHT and Pensions, with two days in the London office each week.
You will collaborate with a Senior Adviser, own technical analysis, model lifetime cashflows, and produce clear suitability letters while staying ahead of regulatory changes. Hybrid, permanent, 37.5 hours.
#J-18808-Ljbffr
Senior Paraplanner & Technical Consultant – Trusts & IHT 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.
