Job Details

This financial planning practice has a highly developed business model and is already embracing a fee based approach, well ahead of the RDR deadline. Providing holistic advice they are a professional outfit with a burgeoning reputation for the high quality level of service they provide to their clients. A successful firm, their funds under management having grown by over 20% in the past year alone.

To support the firm’s fee earners they are now seeking to recruit a Technical Analyst/ Paraplanner to join their well-established team.

Providing a comprehensive degree of support to the company’s fee earners it is imperative that applicants have previous experience within an IFA practice and be extremely proficient at compiling research and writing complex reports in a timely fashion. The individual will also have a high level of experience within pensions, investments and protection.

Given the status of the firm applicants must be either diploma qualified or close to achieving diploma status. Applicant with knowledge of 1st Software and strong technical skills will be viewed favourably.

For further information on this role please call Leanne Fairhurst at Exchange Street on 0161 973 6900 or email recruit@exchange-street.co.uk.