Senior Paraplanner — Autonomy in HNW Wealth (Hybrid)

Ortus PSR Ltd. in Bradford-on-Avon, Wiltshire, UK, is seeking a Senior Paraplanner for a permanent, full-time hybrid role (3 days in the office, 3 from home).

You will deliver detailed financial plans and cash-flow analyses for HNW/UHNW clients, while ensuring compliance and high-quality client service. Candidates should have paraplanning experience with investments and pensions, a strong technical foundation in pensions, investments and tax planning, and progress toward DipPFS/DipFP

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