Freelance Paraplanner

Posted 13 May by Bond Recruitment Ltd
Easy Apply
£30,000 - £40,000 per annum, negotiable
Birmingham , West Midlands
Permanent, full-time
Work from home
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Posted by Bond Recruitment Ltd

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

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