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Home Based Paraplanner

  • Salary: Up to £30000 per annum + benefits package
  • Location: Bristol
  • Sector: Paraplanner
  • Job type: Contract
  • Date posted:
    05 Feb 2021
  • Job reference: 35119

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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