Freelance Paraplanner

2 weeks ago

Halesowen, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full time

Bond Recruitment is currently recruiting for an experienced freelance/ self-employed Paraplanner on behalf of our client, our privately owned outsourced Paraplanning firm based in Birmingham.

We are looking for a Paraplanner with a minimum of 2 years on the job experience that is Diploma qualified.

Required skills/ experience:

  • Experienced Technical Paraplanner
  • Level 4 / Diploma Qualified
  • Must be able to write bespoke technical reports

Must be competent in the knowledge of;

  • Pensions
  • Investments
  • Onshore/Offshore Bonds
  • ISAs
  • General Investment Accounts
  • Life Assurance


Duties will Include:

  • Writing Bespoke Technical Suitability Reports
  • Asset Allocation and Model Portfolio set-up & Management
  • Ensuring all research and relevant information is on file to meet compliance
  • Highlight opportunities to the Adviser