Ortus Psr is seeking a Level 4 qualified Paraplanner to join our growing Wealth Management team in Worthing. This role works closely with a dedicated Financial Adviser on a one-to-one basis, handling technical planning work and exposure to client meetings.
Hybrid working pattern: three days in the Worthing office and two days remote. You will produce high-quality suitability reports, carry out research across investments, pensions and retirement planning, and contribute to robust advice with
#J-18808-LjbffrHybrid Paraplanner: Wealth Planning & Client-Facing Impact in Worthing 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.
