Paraplanner

A leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment provided, you will receive full support and set up.

Package

• You will receive excellent salary of up to c.£45k, benefits and study support.

The company

• A leading Chartered IFA firm.

Role

• Undertaking reviews for clients
• Preparation of reports, both from standard paragraphs and free text
• Undertaking whole of the market research
• Working on a collaborative basis with the rest of the team
• Keeping up to date on market positions and global situations
• Using cash flow modelling and lifestyle planning as required

The candidate

• Dip Level 4
• Writing reports and undertaking research.
• Tasks as required to support Advisers.

Next steps

• Contact via email below for confidential discussion and review of opportunity and process