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My client is a well-established and highly successful boutique IFA who are looking to continue to grow and develop their team and need an experienced and qualified Level 4 Paraplanner to support the Director. You will work as part of a team; however, the role is being offered on a fully remote basis with the occasional travel to London where training will be held.
Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients. You must be able technically competent across various products such as pensions, investments, IHT, Estate planning.
You will work in a highly collaborative environment where your recommendations and experience will be highly respected and be confident at building relationships internally and externally.
If you are looking for a remote/work from home Paraplanner opportunity and want to be part of a highly reputable business that offer WFH, with excellent benefits on offer then please do get in touch.
If you would like to be considered for this remote paraplanner opportunity, please note you will need to be Level 4 qualified and have paraplanning experience. Please do send your CV across to Ursula at Financial Divisions
