Technical Paraplanner: Precision-Driven Advice Backbone
Listed on 2026-10-10
-
Finance & Banking
Financial Reporting, Financial Analyst, Financial Compliance, Accounting & Finance
Ortus PSR Ltd is seeking a Technical Paraplanner for a non-client-facing, long-term technical specialist role. You will build the advisory framework behind each financial plan, digging into fact finds, cashflows and meeting notes, stress-testing options, and ensuring everything sent out is technically sound and compliant.
You’ll work closely with Client Facing Paraplanners, Financial Planners and Client Partners, but you will own the rigour behind the advice.
We have an opening for a Technical Paraplanner:
Precision-Driven Advice Backbone in Liverpool, England, United Kingdom within Finance, Legal.
Step into the Technical Paraplanner:
Precision-Driven Advice Backbone role at Ortus PSR Ltd. in Liverpool, England, United Kingdom and grow with us.
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.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).