Job Details

Our client is a Chartered Financial Planning practice with a presence across the UK and a longstanding reputation across the North West. In order to provide the best possible technical resource to its fee earners it is now looking to recruit an additional Paraplanner to join their successful, award winning 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, superb report writing skills and a highly professional approach. 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 have a minimum of two years’ experience in a paraplanning role and be proficient in the use of 1st Software and Prestwood / Truth Software.

For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Leanne Fairhurst on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk.

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