• Job Reference: 392
  • Date Posted: 27 August 2019
  • Recruiter: CF30 Consulting Ltd
  • Location: Birmingham
  • Salary: £25,000 to £35,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

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 - £25,000-£35,00 pro-rata  
Required Qualifications - Dip PFS (Ideally)