Job Description
Interim Paraplanner
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Duration: Initial 6 months
Location: Birmingham / Remote
I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads.
To be considered candidates must have;
Level 4 Diploma in Regulated Financial Planning (or equivalent)
Proficiency in financial software
Interest in assisting with upskilling other team members
Strong analytical thinking, attention to detail, and excellent written communication skills
The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases.
This is a 6 month day rate contract role which can be fully remote with competitive rates on offer
Reasonable Ad...
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Duration: Initial 6 months
Location: Birmingham / Remote
I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads.
To be considered candidates must have;
Level 4 Diploma in Regulated Financial Planning (or equivalent)
Proficiency in financial software
Interest in assisting with upskilling other team members
Strong analytical thinking, attention to detail, and excellent written communication skills
The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases.
This is a 6 month day rate contract role which can be fully remote with competitive rates on offer
Reasonable Ad...