Trainee Financial Planner

2 weeks ago


Newcastle Upon Tyne, United Kingdom Ortus PSR Full time

**Trainee Financial Planner**

**Location: Newcastle**

**Salary: £45,000 + OTE**

**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 fast-paced IFA Practice
- High level of analytical capability and good communication skills


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