Paraplanner

Recruiter
CF30 Consulting
Location
Alvechurch
Salary
£25,000 - £29,999
Posted
25 Sep 2019
Closes
27 Sep 2019
Ref
1249716404
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Our client is a privately owned Paraplanning firm based on the outskirts of Birmingham. They are currently recruiting for a part-time Paraplanner to work 3 days a week. The role provides an opportunity for the right candidate to work from home.

The role-
  • Providing paraplanner support to assigned advisers.
  • Researching and writing reports for financial planning strategies for new clients.
  • Writing reports for complex changes post annual review work for existing clients.
  • Writing suitability reports for DC & DB pension transfers


Salary - £25,000-£35,00 pro-rata

Required Qualifications - Dip PFS (Ideally)

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