Trainee Financial Planner

  • Birmingham
  • Ortus Psr

Trainee Financial Planner

Location: Birmingham

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