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.
· 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)