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Permanent

Paraplanner

Ortus PSR
Aylesbury
money-bag £35000 Annual
Posted: 12 June 2026 (2 days ago)
Closing date: 12 July 2026
Ref: 3121137651

Paraplanner - Hybrid Up to £45,000 An opportunity to grow within a high-performing, client-focused wealth management team. A well-established and forward-thinking wealth management firm based in Berkhamsted is seeking an experienced Paraplanner to join its expanding team. This is a unique opportunity to be part of a collaborative environment where continuous development, professional excellence, and team-based success are at the core of the culture. With a strong focus on training, career progression, and technical upskilling, the firm supports individuals who are passionate about financial planning and eager to contribute to delivering exceptional client service. The successful candidate will work alongside Chartered Financial Planners, Investment Specialists, and Managing Directors in a role that combines technical depth with real career growth potential. Work Type: Hybrid - 3 days in-office (Tuesday to Thursday), 2 days remote (Monday and Friday) Hours: Full-time, 37.5 hours/week (Monday to Friday, 9:00am-5:30pm) Salary and Benefits Salary: £35,000 - £45,000 (depending on experience and qualifications) Holiday: 25 days annual leave plus bank holidays, with a holiday purchase scheme Pension: Contributory pension scheme with salary exchange benefits Additional Benefits: Life assurance (3x salary) Employee Assistance Programme Study support toward Level 4 Diploma and beyond Responsibilities Produce high-quality suitability reports for pensions, investments, ..... full job details .....

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