Senior Paraplanner: Technical Pensions & Investments
Listed on 2026-10-10
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Portfolio & Asset Management
Ortus PSR Ltd. seeks an experienced Paraplanner for its Wakefield area office. You will convert client data and adviser recommendations into accurate, compliant financial planning reports, supporting advisers with technical, well-reasoned recommendations.
The role emphasizes pensions, investments and planning documentation, with no mortgage advice required. A Level 4 Diploma or equivalent is desirable, and the team offers a collaborative, supportive environment.
Our organisation is growing, and we are hiring a Senior Paraplanner:
Technical Pensions & Investments in Castleford, England, United Kingdom.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Castleford, England, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 36.000 - 44.000.
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