paraplanner (remote uk)- l4 qualified with strong report writing skills required

2 weeks ago

London, Greater London, United Kingdom Compliance Recruitment Solutions Full time

PARAPLANNER (REMOTE UK)– L4 QUALIFIED WITH STRONG REPORT WRITING SKILLS REQUIRED

Ref: 4028D2

£30K - £45K + Benefits UK Fully Remote

We are exclusively recruiting for our client, a leading independent global PWM group, seeking to recruit a qualified paraplanner for an interesting new role. Reporting at Board level, duties will include;

  • Developing Groupwide report writing templates based on UK regulatory standards
  • Advising on improving communications generally with HNW clients globally
  • Taking responsibility for detailed report writing for various clients including ensuring product recommendation, relocation advantages and all relevant tax issues are succinctly summarised and well presented
  • Review other client reports already written to ensure both accurate and flow well
  • Ad hoc projects as required

You must be Level 4 qualified with previous experience as a Paraplanner and in particular enjoy crafting reports properly and utilising English language skills. Unusual opportunity to not only be involved in day to day client work but to use your UK experience to help the Group redevelop its standard processes globally to UK standards.

NB the role is not only fully remote but given task driven, flexible as to when you complete the required work.

So, if that sounds like you, then please send your details to our MD, David Symes FCA, at ( including contact no ) however please note we cannot reply to all applications so only successful applications will be contacted (although under no circumstances are your details ever passed on without your specific permission).

Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency in relation to this role.

The recruiter has stated that all applicants for this job should be able to prove that they are legally entitled to work in the UK. Through application, all candidates signify their acceptance of the above information and confirm that the information they provide is true and accurate to the best of their knowledge.

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