Paraplanner - Market Harborough, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Market Harborough, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

I am working alongside a national, forward-thinking Wealth Management firm with a fantastic local reputation, that pride themselves on their personable approach to Financial Planning.


They are looking for a Paraplanner to join their team in the Birmingham 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, alongside mentoring and leadership opportunities within the company plus the ability work almost fully remote, you can expect to feel valuedand supported through-out your career 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.

Benefits:


  • Salary up to £40,000 (Dependent on experience) & Quarterly/Yearly Bonuses
  • Career progression & mentoring tailored to your aspirations.
  • Very flexible work from home arrangement, tailored to your needs.
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