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Paraplanner

4 months ago

Reading, United Kingdom Huntswood Remote Work Freelance Full time

Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading.

Location: Reading / hybrid

Duration: an initial three-month contract

Rate: £325 per day

Start Date: Monday 1st July 2024

Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this

As a Paraplanner you will be providing support to our Financial Planners and ensuring a positive experience for clients.

You will be reviewing, analysing and preparing compliant recommendations, enabling the Wealth Planners to maintain and develop a portfolio of high-net-worth clients. As such, we expect paraplanners will research and prepare excellent suitability reports that are in accordance with the client's investment philosophy and values, using supplied tools for research and tax calculations.

The ideal Paraplanner will have:

  • Demonstrable experience of paraplanning for a Wealth management firm
  • Platform to platform transfer experience including all tax wrappers
  • The ability to pull together and complete complex reports
  • Level 4 diploma qualification as a minimum
  • An independent work ethic
  • Excellent organisational and stakeholder management skills

About us: Huntswood is a market leading UK contract recruiter. We are experts in sourcing skilled and qualified specialists for both large-scale client projects and niche interim appointments. By joining our team of experienced associates, you will begin a relationship with Huntswood which will open doors to more contract opportunities in the future.

Interested in this Paraplanning opportunity? Apply now.

To help you stay safe in your job search Huntswood will only ask for contact details via email when first contacting you and not any other personal details.