Ortus Psr is seeking a Trainee Paraplanner in Enderby, Leicester. Office-based with hybrid flexibility after initial training, the role offers £33,000–£35,000 plus a discretionary bonus in a Chartered wealth firm managing over £1.1bn for high-net-worth clients.
You will join a well-resourced paraplanning team, reporting to the Head of Paraplanning, and own advice cases from client engagement through to handover. Full training provided, with potential equity ownership in the longer term.
#J-18808-LjbffrTrainee Paraplanner: Path to Wealth & Equity - 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.
