Address
Form of work
SalaryBond 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
