Paraplanner
New Yesterday
Paraplanner
Remote | Financial Planning | Wealth Management
Burgh Recruitment is recruiting for an experienced
Paraplanner
on behalf of several progressive financial planning firms offering
fully remote working .
This is an excellent opportunity for a technically strong paraplanner seeking flexibility and autonomy.
Responsibilities:
Writing suitability reports across pensions, investments and retirement planning
Conducting technical research and cashflow modelling
Supporting Financial Planners with client advice
Ensuring compliance with FCA regulations
Candidate profile:
Proven paraplanning experience ideally within an SJP Partner Practice / wealth management firm
Diploma qualified or working towards
Strong technical and report-writing skills
Comfortable working remotely
Benefits:
Fully remote role
Up to £50,000 (DoE)
Supportive, modern firms
TPBN1_UKTJ
- Location:
- United Kingdom
- Job Type:
- FullTime
- Category:
- Banking