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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Bradford on Avon
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…
Bradford on Avon
Summary: A Senior Paraplanner role at a client-first, manager-owned wealth management practice in Bradford-on-Avon serving HNW/UHNW clients.
Bradford on Avon
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Ortus PSR Ltd. is seeking a Paraplanner to join our advisory team in a hybrid role.
Bradford on Avon
Ortus PSR Ltd in Bradford-on-Avon is seeking an IFA administrator to support advisers and paraplanners with day-to-day administrative duties.
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