Paraplanner

Employer
Ortus Psr
Location
UK
Salary
Competitive
Closing date
9 Feb 2022

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
I am working alongside a reputable Wealth Management firm with a fantastic local reputation, that pride themselves on their high quality and wholly personalised financial advice.

They are seeking a Paraplanner to join up with their team, to support the Advisers in the business by preparing recommendations and producing suitability reports.

The firm in question are offering a strong base salary, alongside flexible working arrangements.

Responsibilities:
  • Technical support to our Adviser Team
  • Research the most suitable product and tax wrapper
  • Write suitability letter reports for investment, pension, protection and inheritance tax cases
  • Respond to technical client queries relating to trusts defined benefit pensions and tax

Skills:

In order to be considered for this unique opportunity, candidates need to have -
  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills

If this sounds like the role for you, please apply and we would be happy to discuss the details through with you.

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