Paraplanner - Chartered Practice

Posted 21 September by Exchange Street Financial Services

Our client is one of the largest and most respected in the region with an excellent reputation for the quality of its advice and also the support it provides its financial planning team. This is a particularly exciting time for the company as it prepares itself for unprecedented growth in future years and to that end has asked Exchange Street to help them in their search.

Responsibilities of the role include comprehensive paraplanning support for the fee earners, compiling product research, report writing and production of compliant suitability letters. It is therefore expected that applicants will be Diploma qualified about those working towards this status will be considered. Candidates will have a minimum of five years industry experience, two of which in a technical / paraplanning capacity.

The main focus of business is private client work incorporating investment planning, tax mitigation and specialist pensions, although some corporate work is undertaken also.

This is a fantastic opportunity for an experienced paraplanner looking to progress their career, to join a forward thinking practice in which their career can move forward. This organisation truly values their paraplanning team and has always paid above the market average, demonstrating their eagerness to only recruit the best. They will also consider applicants who wish to work a four day week for this role.

Required skills

  • Financial Planning

Reference: 31709177

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