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Paraplanner

4 months ago

Edinburgh, United Kingdom Ortus PSR Full time

**Paraplanner**

**Location: Edinburgh**

**Salary: £30,000 - £40,000**

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