Jobs from Ortus PSR

Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 hybrid working 3 days in the office and 2 from home. Accelera

Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy. Salary: £50,000 – £65,000 (depending on experience and qualificat

Financial Adviser, Brighton, East Sussex Salary: Up to £85,000 basic | OTE ~£140,000 Contract: Permanent, Full-time Benefits: EMI Share Options | Pathway to Chartered status (CII) A highly regarded, independently owned Chartered financial planning firm based on the South Coast. This is a rare opportunity to join a business that stands genuinely apart from the market — with a unique no-initial-fee

IFA Administrator – Meriden, West Midlands | Office Based | £26,000–£32,000 Benefits | hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit

Technical Paraplanner – Cheltenham – Up to £65,000 Join a growing Wealth Management firm supporting HNW and UHNW clients with complex financial planning needs. Are you an experienced Paraplanner looking to step into a senior, technical role where you can work on high-value, complex cases and truly make an impact? This is a rare opportunity to join a prestigious, independent Wealth Management firm

The firm has built its reputation on long-term client relationships and delivering thoughtful, holistic financial planning. Working closely with advisers, the Paraplanner will play a key role in researching solutions, analysing investments, and producing clear, compliant suitability reports tailored to client needs. Responsibilities include provider and product research, fund performance and risk

An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical w

Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 hybrid working 3 days in the office and 2 from home. Accelera

Trainee Financial Adviser – Enderby, Leicestershire, c.£45,000 Bonus Car Allowance Career path: Structured two-year programme to Financial Planner | Cass status within 12 months | Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year devel

Associate Paraplanner A 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 repor

Senior Financial Advisor – Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, e

Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 hybrid working 3 days in the office and 2 from home. Accelera

A growing and well-established financial planning firm is seeking a Paraplanner to join its expanding team. This role is ideal for someone in their paraplanning career who is looking to build strong technical foundations within a supportive, collaborative environment. The firm offers exposure to holistic financial planning, structured development, and the opportunity to work alongside experienced

Paraplanner | Hybrid | Up to £45K Benefits | Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK’s leading independent wealth management firms, where you’ll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth

Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 hybrid working 3 days in the office and 2 from home. Accelera

Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy. Salary: £50,000 – £65,000 (depending on experience and qualificat

Independent Financial Adviser (IFA) | Existing Client Bank | Up to £75,000 Bonus | Hybrid Working An established and growing financial planning firm is expanding its advisory team in Newcastle and is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join the business. This employed Financial Adviser role offers the opportunity to inherit and develop an existing cli

Paraplanner – Hybrid | Holistic Financial Planning | Up to £48K | Birmingham A dynamic and values-driven wealth management firm is seeking a dedicated Paraplanner to join its growing team. Known for delivering tailored, holistic financial advice, the firm supports high-net-worth individuals, business owners, and families in making confident, long-term financial decisions. With a strong emphasis on

Senior Paraplanner – Mentor, Lead, and Shape the Future of Paraplanning Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you’re passionate about technical excellence and want to help develop the next generation of Paraplanners, this is the perfect role for you. Salary up to £55,000 Hybrid working Join a leading independent wealth management firm, where you’ll not