Paraplanner; Diploma – Hybrid, Complex Wealth Planning
Job in
Wimborne Minster, Dorset County, BH21, England, UK
Listed on 2026-07-11
Listing for:
Ortus PSR Ltd.
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Ortus PSR Ltd. seeks a Diploma-qualified paraplanner for a hybrid role supporting complex financial planning across pensions, ISAs, GIAs, trusts and later-life planning.
You will research, analyse, and produce high-quality reports in partnership with Financial Planners. Requirements include a DipPFS, proven paraplanning experience in an IFA/Wealth Management setting, and strong technical knowledge of pensions and investments.
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