https://jobs.co.uk/job/paraplanner-ortus-psr--f5b198c6-6467-496b-a4ed-35c338d61197 RSS feed for Paraplanner at Ortus PSR. en-gb Fri, 03 Jul 2026 06:46:50 GMT https://jobs.co.uk/job/paraplanner-ortus-psr--f5b198c6-6467-496b-a4ed-35c338d61197 https://jobs.co.uk/job/paraplanner-ortus-psr--f5b198c6-6467-496b-a4ed-35c338d61197 Wed, 01 Jul 2026 11:52:37 GMT Location: Glasgow | Salary: 35000.00-35000.00 Annual | Type: Permanent | Associate ParaplannerA progressive and growing independent financial advice firm is looking to appoint an associate Paraplanner to support its Financial Advisers and develop into a full Paraplanner role.This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning, has experience writing suitability or recommendation reports, and is now looking for increased responsibility, technical exposure, and a clear route for progression.Salary up to £40,000 + Bonus and hybrid working 3 days in the office and 2 days from home The RoleWorking alongside experienced Paraplanners and Advisers, the successful candidate will:Support the preparation of suitability and recommendation reportsAssist with research across pensions, investments, and protection productsHelp analyse client circumstances, objectives, and risk profilesCarry out cashflow modelling and basic technical analysisMaintain accurate client records and documentation on back-office systemsDevelop the confidence to support and challenge adviser recommendations as experience growsAbout YouGCSEs (or equivalent) including English and MathsCurrently studying towards th... Permanent