Interim Paraplanner
Interim Paraplanner
- Duration: Initial 6 months
- Location: Birmingham / Remote
I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads.To be considered candidates must have;
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Proficiency in financial software
- Interest in assisting with upskilling other team members
- Strong analytical thinking, attention to detail, and excellent written communication skills
The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases.
This is a 6 month day rate contract role which can be fully remote with competitive rates on offer
Reasonable Adjustments:
Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.
If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.
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