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Technical Paraplanner: Advice Process, Hybrid

Job in Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listing for: Ortus PSR
Full Time position
Listed on 2026-07-21
Job specializations:
  • Retail
    Financial Reporting, Financial Analyst
Salary/Wage Range or Industry Benchmark: 53000 GBP Yearly GBP 53000.00 YEAR
Job Description & How to Apply Below
Position: Technical Paraplanner: Full Advice Process, Hybrid
Location: Stoke-on-Trent

Ortus PSR is seeking a Qualified Technical Paraplanner to work 1-to-1 with a Financial Adviser, supporting complex client cases across the full advice process. You will scope, research and prepare recommendations and reports, ensuring technical robustness and regulatory compliance.

The role offers hybrid working with an office in Horsham; salary up to £53,000 depending on experience. You will join a collaborative environment and have opportunities for ongoing professional development.

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