https://jobs.co.uk/job/senior-paraplanner-ortus-psr--82f4b966-fe98-4a7d-8736-d2cbb4405628 RSS feed for Senior Paraplanner at Ortus PSR. en-gb Wed, 09 Sep 2026 16:22:31 GMT https://jobs.co.uk/job/senior-paraplanner-ortus-psr--82f4b966-fe98-4a7d-8736-d2cbb4405628 https://jobs.co.uk/job/senior-paraplanner-ortus-psr--82f4b966-fe98-4a7d-8736-d2cbb4405628 Wed, 09 Sep 2026 11:54:07 GMT Location: Exeter | Salary: 45000.00-45000.00 Annual | Type: Permanent | Senior Paraplanner - Exeter Exeter £45,000-£50,000 Hybrid working 2 days from home - based in the Exeter office, with one day a week in the Taunton office An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Exeter. This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice. The position would suit an experienced, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process. The role You will: Work closely with Financial Planners to develop appropriate financial planning strategies Produce clear, technically accurate and compliant suitability reports Use cashflow modelling and scenario planning to illustrate different client outcomes Undertake detailed research across pensions, investments, protection and tax planning Review fact-finds, risk profiles and support... Permanent