Paraplanner - Reading, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Reading, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.

You will have at least Level 4 Diploma in Financial Planning or equivalent