Senior Paraplanner — Autonomy in HNW Wealth; Hybrid
Listed on 2026-10-10
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Financial Advisor / Consultant
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
We invite applications for the Senior Paraplanner — Autonomy in HNW Wealth (Hybrid) position located in Bradford-on-Avon, England, United Kingdom.
Are you ready to take on the Senior Paraplanner — Autonomy in HNW Wealth (Hybrid) role at Ortus PSR Ltd.?
We would love to welcome a new Senior Paraplanner — Autonomy in HNW Wealth (Hybrid) to our team in Bradford-on-Avon, England, United Kingdom.
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