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1 jobs found in Cornwall

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CA
Sep 13, 2023
Permanent
Paraplanner - Remote
Cathedral Appointments Ltd Cornwall, UK
Salary £35k to £40k DOE Remote Flexible Hours - Full or Part time Our client a well-established, independent Asset Management firm are seeking a Paraplanner to join their team based in Cornwall. This can be either a full-time or part-time role, on a remote basis with access to Cornwall on an ad-hoc basis. The ideal candidate will be within a 2-hour driving distance to Cornwall. What will you be doing? Review client files, portfolios, and products Assist with or prepare full suitability reports Research the most suitable product and tax wrapper Prepare research on existing investment and pension funds Maintain client relationships Skills & Qualifications: 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 Standard of education The Benefits: Remote working Flexible hours Competitive employee benefits package 25 days...
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