Paraplanner

New Yesterday

Experienced Paraplanner required to support our client based in St Pauls, London on a contract basis of 3-6 months. This is a hybrid role work 2-3 days in office and the remainder remotely however candidates must be within a commutable distance of the office. You will be engaged on a contract basis of 3-6 months and paid on a day rate via an umbrella company. Duties: Supporting the Advisors and wider team as required with Paraplanning Producing suitability reports Building financial plans Requirements: Paraplanning experience within a investment/wealth management firm Level Diploma or equivalent would be advantageous A solid understanding of financial planning products and processes Strong organisational skills and the ability to manage your own workload Excellent written and verbal communication
AMRT1_UKTJ ...
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Location:
London
Salary:
From £300 to £350 per day via an Umbrella company
Job Type:
FullTime
Category:
Accounting & Finance

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