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.
- 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 pro-rata
Required Qualifications - Dip PFS (Ideally)