Ortus PSR in Exeter is seeking an experienced Senior Paraplanner to join its financial planning team. Based in Exeter with two days from home and one day in Taunton, you will work closely with Financial Planners to develop technical strategies and produce compliant suitability reports.
The role requires Level 4 Diploma in Regulated Financial Planning, strong pensions and investments knowledge, and experience in complex cases.
#J-18808-Ljbffr
Senior Paraplanner - Hybrid & Complex Planning Expert employer: Ortus PSR
This well-established national Financial Planning firm offers an exceptional opportunity for a Financial Planner in Sevenoaks, where you'll inherit a £100 million client book and enjoy a competitive salary with significant earning potential. The company fosters a supportive work culture that prioritises personal relationships with clients, ensuring continuity of care while providing robust professional development and resources to help you thrive in your role. With a hybrid working model and a commitment to understanding each client's unique story, this firm stands out as an excellent employer for those seeking meaningful and rewarding employment.
