Ortus PSR in Hessle, Yorkshire, seeks a Paraplanner (Regulated Financial Planning) to deliver high-quality, compliant advice across investments, pensions, protection, and tax planning. The role is hybrid with flexible working and offers a clear path toward Chartered status, backed by study support and structured progression.
You will prepare suitability reports, conduct robust research, and support advisers throughout the client journey, while ensuring rigorous compliance and documentation.
#J-18808-LjbffrParaplanner (Hybrid) - Path to Chartered Status + Bonus in North Ferriby 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.
