Paraplanner - Lowfields Business Park, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Lowfields Business Park, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Paraplanner

Location:
Halifax

Salary:
£30,000 - £40,000


The opportunity for an experienced Paraplanner to join a fantastic 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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