Trainee Paraplanner

3 days ago

StokeonTrent, United Kingdom Ortus PSR Full time

I am working alongside a reputable Financial Planning firm with a fantastic local reputation, that pride themselves on their reputation and personal approach to Financial Planning.

They are looking for a Trainee Paraplanner to join up with their team, assisting the Senior Paraplanners in providing technical support to the Advisers in the firm by preparing recommendations and producing suitability reports.

The firm in question are offering a strong base salary, alongside a good benefits package and progression opportunities.

**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**:

- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills

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