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
