Ortus PSR is seeking an experienced Senior Paraplanner to join the Taunton team. This is a highly technical paraplanning role that works closely with Financial Planners to develop robust financial planning strategies and produce clear, compliant suitability reports.
You will use cashflow modelling and research across pensions, investments and tax planning, while reviewing client records and supporting complex cases. A Level 4 Diploma and strong numbers in FCA guidance are essential.
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Senior Paraplanner: Technical Wealth Planning (Hybrid) in Taunton 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.
