My client is a well established Financial Services Business looking to expand their friendly professional team with an experienced Paraplanner.
The role initially will be two days per week (may increase) ideally this would be a Monday and Tuesday 9 am - 5 pm.
The hourly rate for the Paraplanner will be negotiable depending on experience and qualifications.
You would need to be able to summarise existing client’s information, complete suitability reports, produce illustrations, collate information, process applications and assist in the review process.
As the Paraplanner there may be client and provider contact both over the phone and face to face depending on your experience.
Ideally you will have experience of a similar role as a Paraplanner and experience of using back office software such as Plum.
Financial services experience in an IFA or similar practise and the regulatory knowledge that comes with this is paramount.