Paraplanner - Home Based Considered

MB Fitzgerald
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

A profitable and fully Independent Financial Planning practice based in Ivybridge currently has the requirement for an experienced Paraplanner to join their friendly and professional team.

You will be working with the Director of the practice and will be responsible for providing a full technical paraplanning service. The role includes managing new and existing relationships and ensuring that all research and necessary reports are completed on a timely basis with the ultimate aim of freeing up time for the Adviser to devote more time to business development needs.

My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards. This is a flexible employer, they will consider working from home options or flexible working hours.

Candidates will ideally be qualified to DipPFS level (although exceptional candidates working towards this may also be considered) and must have previous working in a technical paraplanning role within an IFA.

In return, my client can offer a highly competitive salary. Most importantly, they offer a stable working environment in a highly profitable business with a history of looking after their staff which is reflected in an exceptionally low staff turnover.