Ortus Psr in Torquay is seeking an experienced Senior Paraplanner to join a technical wealth planning team. You will work with Financial Planners to develop strategies and prepare robust suitability reports for complex cases.
The role emphasizes technical paraplanning, research across pensions and investments, and collaboration to deliver compliant client advice within a hybrid working model.
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Senior Paraplanner - Hybrid Technical Wealth Planning Expert in Torquay 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.
