Job Description
Senior Paraplanner
Location: Milton Keynes
Salary: £35,000 - £45,000
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
About Ortus Psr