Our client are a small but fast growing firm of Chartered Financial Planners in Exeter. They are in the market to recruit experienced Paraplanner to join the business and support one of the Directors. As you will be supporting one of the Directors of the business you will have all round good knowledge of the financial planning market and be extremely competent.
You will be required to provide technical support on a daily basis and duties will include; report writing, fund research, producing fact finds, technical assistance and liaising with clients. Importantly, you will act as a technical point of contact for the team and the clients on a daily basis.
This is an ideal opportunity for an individual who is seeking a paraplanning position within a reputable organisation. The company can offer plenty of opportunities to progress within the company, into technical or Advisory roles.