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Paraplanner

Ortus PSR

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 analysis, interpreting Fact Finds, cashflow model…

To apply for this job please visit www.reed.co.uk.

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