Ortus Psr is seeking an experienced Paraplanner in the South-East region to provide end-to-end technical support to advisers across the client lifecycle. The role involves producing reports, conducting research, and engaging with high‑net‑worth clients.
The firm offers a structured progression pathway toward Chartered status, with hybrid working and a clear career framework supported by mentoring.
#J-18808-LjbffrParaplanner - Hybrid Role with Diploma/Chartered Path in Steyning 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.
