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Trainee Financial Planner

3 weeks ago

Bath, United Kingdom Ortus Psr Full time

**Trainee Financial Planner**

**Location: Bath**

**Salary: £30,000 - £40,000**

**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