Ortus PSR in Hessle, United Kingdom, invites aspiring paraplanners to start as a Trainee Financial Adviser. You'll balance Paraplanning tasks with a clear path to client-facing financial planning, supported by mentorship and structured training.
You’ll write reports, conduct research and valuations, learn provider submissions, and progress to a fully qualified Financial Planner. The role offers flexible working, exam funding, private medical insurance, pension, and a supportive culture.
#J-18808-LjbffrParaplanner to Financial Adviser — Guided Career Path 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.
