Paraplanner

Recruiter
CF30 Consulting
Location
Worcestershire
Salary
25000.00 - 35000.00 GBP Annual
Posted
21 Sep 2019
Closes
30 Sep 2019
Contract Type
Permanent

Our client is a privately owned Paraplanning firm based on the outskirts of Birmingham. They are currently recruiting for a part-time Paraplanner to work 3 days a week. The role provides an opportunity for the right candidate to work from home.

The role-

  • Providing paraplanner support to assigned advisers.
  • Researching and writing reports for financial planning strategies for new clients.
  • Writing reports for complex changes post annual review work for existing clients.
  • Writing suitability reports for DC & DB pension transfers


Salary - GBP25,000-GBP35,00 pro-rata

Required Qualifications - Dip PFS (Ideally)