Paraplanner - Hybrid Role with Chartered Path & CPD Support
Job Description & Overview
Ortus PSR Ltd. is seeking a Paraplanner to join our advisory team in a hybrid role. You will craft technically robust recommendations for high-net-worth clients, supporting Chartered Advisers while ensuring compliant, high-quality advice experiences.
You'll research pensions, investments, estate planning, and tax considerations, draft bespoke suitability reports, and mentor junior paraplanners. A Level 4 Diploma in Regulated Financial Planning and strong report-writing skills are essential; the
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Key Details
- Date Posted: 19 Oct 2026
- Location: stoke pound
- Employment Type: Permanent
- Category: Finance
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Ortus PSR Ltd.
Verified Transport EmployerVerified transport and logistics firm operating commercial fleets across the UK network.
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