Paraplanner

1 week ago

London, United Kingdom Ortus PSR Full time

There is an opportunity for an experienced Paraplanner to join an IFA firm in London, they are a personable team that is currently growing. They provide informed, impartial and independent advice to both individual and corporate clients focusing on providinga personal service.

**Salary: £35,000 - £42,000**

**Study support to complete your diploma**

**WFH 2 days a week**

You will be an experienced Paraplanner with the ability to support 2 advisers and help develop the Administration support

You will be preparing suitability letters, reports, and recommendations and providing technical support to complex client queries.

You will be involved in fund and market research to assist our report writing and be able to analyse historic performance, to find appropriate solutions for their clients.

**To be considered**:
Previous experience within a fast-faced IFA firm

High level of analytical capability

Experience of writing suitability reports

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