A profitable and independent IFA practice based in Exeter currently have the requirement for a Paraplanner to join their established and friendly team. You will be working with the firms Director & Financial Advisers and will be responsible for providing technical Paraplanning support. The role will involve speaking with clients to resolve any technical queries, undertaking market research and writing suitability reports.
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 not essential and must have previous working in a technical paraplanning role within an IFA.