Paraplanner - Grantham, United Kingdom - Ortus PSR
Description
Paraplanner
Location:
Grantham
Salary:
£35,000 - £45,000
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
More jobs from Ortus PSR
-
Financial Planning Administrator
Manchester, United Kingdom - 3 weeks ago
-
Independent Financial Adviser
North West London, United Kingdom - 3 weeks ago
-
Paraplanner
Bracknell, United Kingdom - 3 weeks ago
-
Ifa Administrator
Birmingham, United Kingdom - 2 weeks ago
-
Financial Adviser
Sheffield, United Kingdom - 4 days ago
-
Ifa Administrator
Birmingham, United Kingdom - 2 days ago