Paraplanner

  • Job Reference: 392
  • Date Posted: 11 November 2019
  • Recruiter: CF30 Consulting Ltd
  • Location: Birmingham
  • Salary: £25,000 to £35,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

Our client is a privately owned Paraplanning firm based on the outskirts of Birmingham. They are currently recruiting for an experienced Paraplanner, 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 - £25,000-£35,00

Required Qualifications - Dip PFS (Ideally)