Paraplanner (2828)

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Salary £35k to £40k DOE | Remote | Flexible Hours – Full or Part time

Cathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.

They have an exciting opportunity for an experienced Paraplanner to join their team on either a full time or part time basis.

Fully Remote working offered with access Cornwall on an ad hoc basis.

Paraplanner responsibilities include: -

• Review client files, portfolios, and products
• Assist with or prepare full suitability reports
• Research the most suitable product and tax wrapper
• Complete money laundering requirements
• Prepare research on existing investment and pension funds
• Maintain client relationships

Paraplanner requirements include: -

• Part or fully qualified level 4 CII or LIBF candidates considered
• Experience of working in a similar role in Financial Services
• Ability to work under your own initiative
• Excellent verbal and written communication skills
• The ability to communicate confidently, clearly, and effectively at all levels

Benefits for Paraplanner: -

• Flexible hours
• Competitive employee benefits package
• 27 days annual leave plus bank holidays
• Company pension

Note on Sponsorship: We regret to inform that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.