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Paraplanner

Location: CENTRAL LONDON, LONDON, UNITED KINGDOM Salary: 150-170 GBP (UK Pounds) Per day, inc Benefits
Sector: Insurance Job Type: Temporary
Shift Type: FULL TIME Applications: 1
Posted: about 2 months ago Reference: X3-326997

 
Paraplanner - Remote working so you can be based anywhere - London HUB


Day rate contract for up to 6 months.
This role is not Diploma dependant but it will require you to have a minimum of 3 years full Paraplanning experience.
For the right person this role is Ideal amid Covid19 as you are working remotely.

So what will you be expected to do?
- Fact find
- Write suitability reports - In depth - ISA - Protection - Pensions - Investments
- Cash flow Modelling
- Communicate with business seniors daily and responsively
- Liaise with Investors as required
- Transfer Pensions - Transfer ISA's
- Running analysis
- Uploading client Data
- Prepare meeting packs for clients

You will be employed by REED directly and contracted out to my client.
If you are a Paraplanner who has been made redundant or is looking for a new role then apply for this position and I will contact you directly.

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