Paraplanner (Part time)
Are you an experienced Paraplanner looking to join a highly-regarded wealth management firm on a part-time basis?
Our client company is a highly regarded wealth management firm offering advice to private and corporate clients. Due to the company continuing to grow their team of successful Financial & Mortgage Advisors, they are looking to recruit a Paraplanner on a part-time basis to provide technical support.
Roles and responsibilities
As a Paraplanner, you shall be providing full technical support to their team of Financial Advisers through preparing client meeting packs, undertaking research to meet the client’s financial solutions, preparing suitability letters and liaising with the administrators to ensure the all actions are completed.
Requirements to be considered
This role will be ideal for experienced Paraplanners who would benefit from this role being on a part-time basis. You should have good knowledge of financial planning and have good communication.
- Salary of £30,000 - £35,000 pro-rata
- Working hours of 20 per week (typically 10am - 2pm, Monday to Friday)
- Dynamic environment with great team working ethic
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