Paraplanner - Cardiff, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Cardiff, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

I am working with a leading financial planning firm with a fantastic local reputation, that host a diverse team of tax, mortgage, investment and pension specialists in their offices in Cardiff, London, & Bristol.


They are looking for a Paraplanner to join their team in the Cardiff area, providing technical support to the Advisers in the firm by preparing recommendations and producing suitability reports.

The firm in question are offering more than a competitive salary.

With career progression prospects tailored to you in Personal Development Reviews, and Summer and Christmas discretionary bonus, you can expect to feel valued and supported through-out yourcareer in Financial Planning.


Responsibilities:


  • Technical support to the 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:


  • Level 4 Diploma qualified or working towards.
  • Previous experience within an IFA Practice.
  • High level of analytical capability and good communication skills.
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