Paraplanner - Financial Planning Specialist

5 days ago


Chester, Cheshire, United Kingdom Ortus PSR Full time

Exciting Opportunity: Paraplanner in a Leading Financial Services Firm

Ortus PSR, a dynamic and forward-thinking financial services company, is seeking an experienced Paraplanner to join their team. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating tailored financial plans and ensuring compliance with regulatory standards.

Key Highlights:

  • Flexibility: Enjoy adaptable working hours that fit your lifestyle.
  • Career Growth: Access to full sponsorship for industry qualifications and continuous professional development.
  • Collaborative Environment: Work within a supportive team dedicated to client success.

Core Responsibilities:

  • Conducting in-depth financial analysis and research.
  • Preparing and maintaining client reports and documentation.
  • Assisting advisers with the formulation of client financial plans and strategies.

Benefits Package:

  • Competitive salary up to £45,000 
  • Generous pension scheme.
  • Comprehensive study support.

This is a prime opportunity for a Paraplanner eager to contribute to a firm that values professional development and offers a clear path for career advancement.



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