Paraplanner - Reading, United Kingdom - Ortus PSR
Description
Are you current Paraplanning but feel like your current employer does not value your input? We are working with an IFA firm that is looking for a experience professional who is able to produce multi multi-pension reviews, investment suitability and reviewreports.
A leading IFA practice in Berkshire who specialise in pensions and family wealth planning with the objective is to provide high quality advice to a select number of clients is looking to make a critical hire and take on a Paraplanner.
Salary:
£35,000 - £45,000
The role is fully supported by a full team of Administrators.
You will be collaborating withthe Financial Advisers to prepare recommendations and produce suitability reports
The role will involve promoting the company's services in a professional and FCA compliant manner.
We are looking for someone who can act as a technical reference point for junior team members to assist with their person development.
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