Paraplanner

New Yesterday

Job Description

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

JBRP1_UKTJ

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Location:
London
Job Type:
FullTime
Category:
Finance And Insurance

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