Home Based Paraplanner – UK Wide
Salary
c35k
Location
Job Type
Full Time|Work From Home
This position has now been filled. If you are looking for a job, let us help you find a similar job.
If you are an experienced Paraplanner who holds the level 4 financial diploma and has at least 3 years’ experience of working in a similar role, we would like to discuss with you a new and exciting position that has become available with one of our clients.
This is a unique role as the paraplanner will be required to work from home, with occasional visits to the office in Taunton to ensure full support is provided, so a paraplanner who lives within a 50-mile radius of Taunton will be in an ideal location. Responsibilities will include;
- Preparing compliant, technical suitability reports and financial reports detailing the consultant’s recommendations for the client
- Managing client annual reviews
- Carrying out technical research and analysing data collected on behalf of clients
- Accurately invest client money as per consultants recommendations post client meetings
- Liaising with clients post meetings and answering technical queries
- Identifying investments/tax saving opportunities for clients
- Managing and prioritising your consultants work
- Evaluating investment portfolios with your consultant