At a Glance
- Tasks: Support financial planning and gain hands-on experience in complex areas.
- Company: Growing financial planning firm with a supportive and collaborative culture.
- Benefits: Hybrid working, mentoring, exam support, and progression opportunities.
- Other info: Join a dynamic team and kickstart your career in finance.
- Why this job: Build strong technical foundations while making a real impact in financial planning.
- Qualifications: Interest in financial planning and willingness to learn.
The predicted salary is between 25650 - 31350 £ per year.
Ortus PSR, a growing financial planning firm in the United Kingdom, seeks a Paraplanner to join its expanding team and build strong technical foundations in a supportive, collaborative environment. The role provides hands-on experience across complex planning areas, with mentoring from senior advisers and exam support for RO qualifications, plus hybrid working (2 days in the office, 3 from home) and progression opportunities.
Paraplanner — Hybrid, RO Exam Support & Mentoring in Gloucester employer: Ortus Psr
Join a dynamic wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on what you do best – advising clients. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.
