Senior Paraplanner: Technical Wealth Planning (Hybrid)

Ortus PSR is seeking an experienced Senior Paraplanner to join the Taunton team. This is a highly technical paraplanning role that works closely with Financial Planners to develop robust financial planning strategies and produce clear, compliant suitability reports.

You will use cashflow modelling and research across pensions, investments and tax planning, while reviewing client records and supporting complex cases. A Level 4 Diploma and strong numbers in FCA guidance are essential.

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