We are currently working with a small but well-established firm of Financial planners based in Paignton to recruit an additional Paraplanner.
The organisation specialises in providing both private client and employee benefits advice to clients across Devon and the South West. Their current requirement is for a Paraplanner to join the business to provide technical support to experienced Advisers. Duties will include; technical report writing, undertaking research on funds, assisting the Adviser with meeting preparation, attending client meetings etc.
Candidates will ideally hold their Diploma in Financial Planning although this is not essential. You will be given full on the job training and will be supported for all market exams.