Freelance Paraplanner
Bond 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
Reference: 52643160
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'