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
TPBN1_UKTJ
- Location:
- United Kingdom
- Job Type:
-
FullTime
- Category:
-
Banking