Paraplanner - Bracknell, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Bracknell, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
The opportunity for an experienced Paraplanner to join a fantastic independent financial advisory company whose services provides bespoke financial lifestyle planning designed to help their clients enjoy life to the full


The Paraplanners role is to provide support which involves research, report writing, providing quotations and preparing the suitability reports, on a hybrid working basis.


You will have a minimum of 3-5 years experience within an IFA environment and be able to demonstrate excellent technical knowledge across all areas of financial planning and current markets.


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:


  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fastpaced IFA Practice
  • High level of analytical capability and good communication skills
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