Paraplanner - Milton Keynes, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Milton Keynes, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Are you a skilled Paraplanner looking for an exciting new opportunity? Look no further Join an outstanding Financial Services firm, where we pride ourselves on delivering top-notch financial planning and investment management services.


Salary:
£35,000 - £45,000


As a Paraplanner you will play a crucial role in providing technical support to the Adviser Team, researching the most suitable product and tax wrapper, and writing suitability letter reports for investment, pension, protection, and inheritance tax cases.

You will also be responsible for responding to technical client queries related to trusts, defined benefit pensions, and tax.


To be considered for this one-of-a-kind opportunity, you must be Level 4 Diploma qualified or working towards it, with previous experience within a fast-paced IFA Practice.

Your high level of analytical capability and excellent communication skills willbe key to your success in this role.
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