Paraplanner for Wealth Mangement practice

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  • Proposals: 2
  • Remote
  • #98354
  • Archived
Chloe S.Donna W. have already sent a proposal.
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Description

Experience Level: Intermediate
I am looking for an experienced paraplanner, with pension and on/offshore investment experience to write suitability reports and process business for submission.
Someone with SJP experience would be ideal but training would be available to the right person.
I run a paperless office which suites remote working.
I am price sensitive but business focused (I'll pay if I believe I am getting very good value). Please include your rates / charging structure with any replies and be prepared to provide traceable references
Thank you.

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