Paraplanner - Chester, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Chester, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

I am working alongside a local Financial Planning practice with a fantastic local reputation, that pride themselves on their reputation and personal approach to Financial Planning.


They are looking for an experienced Paraplanner to join up with their team, providing technical support to the Advisers in the firm by preparing recommendations and producing suitability reports.


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:


  • Previous experience within a fastpaced IFA Practice
  • High level of analytical capability and good communication skills
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