Be a remote paraplanner for an IFA / Financial Adviser
$105
Delivery in
2 days
Response time
Instantly
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What you get with this Offer
Price quoted is for four hours work writing a compliant suitability report recommendation for your client. If additional time is required please purchase additional Hourlies or contact me for a customised quote.
I have significant experience working as a paraplanner for independent firms and have a wealth of experience in the following areas:
-Investment planning;
-Retirement planning (including Defined Benefit pensions);
-Estate planning;
-Tax planning;
-Risk management;
-Cash flow management and planning;
-Business protection;
-Group Pension schemes.
I have significant experience working as a paraplanner for independent firms and have a wealth of experience in the following areas:
-Investment planning;
-Retirement planning (including Defined Benefit pensions);
-Estate planning;
-Tax planning;
-Risk management;
-Cash flow management and planning;
-Business protection;
-Group Pension schemes.
What the Freelancer needs to start the work
Factfind, risk profile, any templates you use/a previous report, details of any product/fund preferences and agreement on hours and completion time.
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