EXPERIENCED CAREER PARAPLANNER (fully remote) - Opportunity for an experienced Paraplanner based in the South East/London area
As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London. This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.
Opportunity Highlights
- * Amazing opportunity to be based anywhere in the country whilst working from home.
- * Initial training and monthly meetings with the Adviser is based in the City of London office
- * Provide dedicated Paraplanning support to an Adviser in a small fully remote team.
- * Will suit a client focussed experienced Diploma Qualified Paraplanner looking to provide long term dedicated support.
- * Full paraplanning 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 to gain a good work/life balance and the opportunity to work autonomously
Please send your CV to Camilla Howden.