Paraplanner - Birmingham, United Kingdom - Ortus PSR
Description
The opportunity for an experienced Paraplanner to join a fantastic national 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:
- Previous experience within a fastpaced IFA Practice
- High level of analytical capability and good communication skills
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