Home based Paraplanner - Allerton Park Recruitment Solutions : Job Details

Home based Paraplanner - Basic to £60,000k + Disc Bonus, Full Benefits

A high quality Financial Planning Practice is looking for an additional Paraplanner to join their business.

Working within an established Financial Planning team, key responsibility will be to actively support a Director and the Clients. Duties will include Technical support, Client relationship management, meeting preparation, cash flow modelling, report writing and research.

3 years + of dedicated Paraplanning experience and sound technical knowledge (Pension, Investment and Tax Planning) and Diploma status will be required.

Full exam and personal development support will be provided alongside a range of development opportunities.