Job Details

Our client is a leading Discretionary Wealth Management and Independent Financial Advisory (IFA) firm. One of the largest companies in the UK with headquarters in Bromsgrove they advise clients across the UK.

They are now looking to recruit a Paraplanner to provide support to the firm’s consultants. Supporting the firms Technical Team candidates must have detailed knowledge of UK tax systems, trusts and investments and be able to produce complex reports.

Candidates will be well organised with excellent telephone and communication skills. Applicants must be diploma qualified to be considered for this role.

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