Home Based Paraplanner

Working with a leading financial planning firm, you will be set up to work from home and provided full training and support via teams and online training.

• You will be supporting a Wealth Planner, preparing suitability reports and provide technical research services
• You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
• Work with the Planner to meet the client objectives

The Required Skills:

• Experience of working within a financial planning or wealth management firm is essential
• An understanding of paraplanning with knowledge around suitability report writing is desirable
• Level 4 Diploma in Financial Planning or equivalent would be desirable but is not essential

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