Are you an experienced Paraplanner looking for an opportunity to be home based? My Client is a highly successful Financial Adviser and having recently started their own boutique independent practice, is now in need of an experienced Diploma Qualified Paraplanner to provide complete and competent support to her and her longstanding clients. The role will be fully remotely based with monthly team meetings and periodic training sessions in London.

Opportunity Highlights

** Superb opportunity for an established and confident technically able Paraplanner to work autonomously and provide an excellent service to the practice’s clients.

** Extremely varied role

** Opportunity to establish a great work/life balance.

** Full involvement with post Adviser meeting research, compiling investment/pension/protection illustrations and documentation, preparing technical suitability reports, ensuring full compliance, cashflow modelling

** Completion of full compliance procedures - anti-money laundering, data security, anti-bribery, fraud, and corruption

** Excellent opportunity for a Level 4 Diploma Qualified Paraplanner with whole of market exposure with experience of Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.

To apply for this opportunity, send your cv to Camilla Howden.