Ortus PSR Ltd. seeks a Diploma-qualified paraplanner for a hybrid role supporting complex financial planning across pensions, ISAs, GIAs, trusts and later-life planning.
You will research, analyse, and produce high-quality reports in partnership with Financial Planners. Requirements include a DipPFS, proven paraplanning experience in an IFA/Wealth Management setting, and strong technical knowledge of pensions and investments.
#J-18808-LjbffrParaplanner (Diploma) – Hybrid, Complex Wealth Planning in Wimborne Minster employer: Ortus PSR Ltd.
Join a highly-regarded IFA in central London, where you will thrive in a fun and supportive work environment that prioritises your growth as a Financial Planner. With generous earnings potential, full ownership of your client book, and access to ongoing training, this is an exceptional opportunity to build your own business under a successful brand umbrella. Enjoy the flexibility of managing your own schedule while benefiting from a strong back office support system and a collaborative team culture that has seen no advisers leave since 2000.
