A Chartered Independent Financial Planning practice based in Exeter currently have the requirement for an experienced Paraplanner to join their friendly and established team.
The client is a well-known name in the market, they are a successful business that provide holistic financial solutions to clients across the South West. Due to continued expansion, they now have the requirement for an additional Paraplanner to join them. The role will be to support a team of Senior Financial Advisers, responsible for full technical paraplanning service and ensuring the firms clients receive an excellent level of service.
My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards.
Candidates will ideally be qualified to DipPFS level (although exceptional candidates working towards this may also be considered) and must have previous working in a technical paraplanning role within an IFA.
The client can offer an excellent working environment, full company benefits and there can be some flexibility with working hours.