Senior Paraplanner
- Employer
- Ortus PSR
- Location
- UK
- Salary
- Competitive
- Closing date
- 3 Jun 2022
View more
- Sector
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
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Senior Paraplanner
Location: Amersham
Salary: £50,000 - £60,000
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
Responsibilities:
Skills:
In order to be considered for this unique opportunity, candidates need to have -
Location: Amersham
Salary: £50,000 - £60,000
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
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
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