At a Glance
- Tasks: Manage client advice cases from start to finish with full training provided.
- Company: Join a Chartered wealth firm managing over £1.1bn for high-net-worth clients.
- Benefits: Earn £33,000–£35,000 plus bonuses and potential equity ownership.
- Other info: Enjoy hybrid working flexibility after initial training in a supportive team.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: No prior experience needed; just a passion for finance and helping clients.
The predicted salary is between 33000 - 35000 £ per year.
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-Ljbffr
Trainee 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.
