Job Description
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
JBRP1_UKTJ
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