Ortus PSR is seeking a Technical Paraplanner in the United Kingdom. This is a non-client-facing, long-term technical specialist role focusing on building the advice framework behind financial plans.
You will lead on technical paraplanning, analysing fact finds, cashflows and meeting notes, and ensure all outputs are compliant and tailored to clients. A Level 4 Diploma is required, with progression towards Chartered or CFP.
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Technical Paraplanner: Precision-Driven Planning 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.
