Senior Paraplanner
4 days ago
**Senior Paraplanner**
**Location: Milton Keynes**
**Salary: £35,000 - £45,000**
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
