Freelance Paraplanner

  • Posted
  • Proposals 1
  • Remote
  • #18243
  • Expired
David B. has already sent a proposal.
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Description

Experience Level: Intermediate
Outsourced Paraplanning company is looking for an experienced and qualified paraplanner to come on board on a self employed basis. This position is initially part time, but there is potential for a full time role in the future.
Ideally the right candidate will be based in the North East, although applications will be considered from across the country.
As this role involves working with a large range of IFAs, flexibility and the ability to learn and adapt to new systems and processes is key.
The most important quality is experience in paraplanning, including research and report writing. Ability to use cashflow planning software is an added bonus.
The ideal candidate will have Diploma, or be working towards it. Please also detail on your CV/application experience of back office systems, online (wrap) systems and research software.

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