Experienced Paraplanner

Posted 11 January by Exchange Street Financial Services

Our client is an established Financial Planning practice with a longstanding reputation across the North West. In order to provide the best possible technical resource to its Advisers it is now looking to recruit a paraplanner to join their team.

The role itself will focus on providing technical support to the organisation’s consultants and therefore will require individuals with a first-class level of technical knowledge across pensions, investments and tax mitigation and superb report writing skills. This is particularly significant given the quality of client serviced and this is a very hands-on support role.

To be considered applicants will be Diploma qualified and be highly experienced within the independent arena. Alongside this candidates will ideally have a minimum of 12 months experience in a paraplanning role and ideally be proficient in the use of software/platforms etc. Those with experience of IFA Office will be viewed favourably.

On offer is a competitive salary, benefits package and an excellent bonus scheme. Those wishing to progress to Chartered status will be supported.

Required skills

  • Financial Planning

Reference: 33825597

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