https://jobs.co.uk/job/trainee-adviser-ortus-psr--d4aeb99a-1f1f-4f94-ba9d-253b6926562e RSS feed for Trainee Adviser at Ortus PSR. en-gb Sun, 28 Jun 2026 03:42:01 GMT https://jobs.co.uk/job/trainee-adviser-ortus-psr--d4aeb99a-1f1f-4f94-ba9d-253b6926562e https://jobs.co.uk/job/trainee-adviser-ortus-psr--d4aeb99a-1f1f-4f94-ba9d-253b6926562e Sat, 27 Jun 2026 11:51:46 GMT Location: Thames Ditton | Salary: 50000.00-50000.00 Annual | Type: Permanent | Paraplanner / Trainee Financial Adviser - Surbiton Office Based Up to £75,000 + Benefits Career path: Clear progression route to IFA with an inherited client pipeline We are working with a growing, independently owned financial planning firm based in Surrey to recruit a Paraplanner to join and enter on to a development pathway to becoming a Financial Adviser. The firm has a high and increasing workload and needs an experienced, self-sufficient paraplanner who can integrate quickly and hit the ground running. The firm provides comprehensive independent financial advice to a well-established private client base and is led by an experienced MD with decades of industry knowledge. This is a hands-on, high-output role working directly alongside the MD - not a back-office support function. You will be supporting client meetings and annual reviews, and providing technical guidance to the wider administration team. For the right individual, this role offers something rare: the MD is planning to reduce his hours over the medium term and is actively building a succession pipeline. The person who earns his trust will inherit hundreds of clients and transition into a fully independent IFA r... Permanent