Ortus PSR is seeking a Qualified Technical Paraplanner to work 1-to-1 with a Financial Adviser, supporting complex client cases across the full advice process. You will scope, research and prepare recommendations and reports, ensuring technical robustness and regulatory compliance.
The role offers hybrid working with an office in Horsham; salary up to £53,000 depending on experience. You will join a collaborative environment and have opportunities for ongoing professional development.
#J-18808-LjbffrTechnical Paraplanner: Full Advice Process, Hybrid 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.
