Bond Recruitment is currently recruiting for an experienced freelance/ self-employed Paraplanner on behalf of our client, our privately owned outsourced Paraplanning firm based in Birmingham.

We are looking for a Paraplanner with a minimum of 2 years on the job experience that is Diploma qualified.

Required skills/ experience:

• Experienced Technical Paraplanner
• Level 4 / Diploma Qualified
• Must be able to write bespoke technical reports

Must be competent in the knowledge of;

• Pensions
• Investments

• Onshore/Offshore Bonds
• ISAs
• General Investment Accounts
• Life Assurance

Duties will Include:

• Writing Bespoke Technical Suitability Reports
• Asset Allocation and Model Portfolio set-up & Management
• Ensuring all research and relevant information is on file to meet compliance
• Highlight opportunities to the Adviser