Due to continued increased business levels and a recent acquisition, a fast growing financial advisory business based out of Plymouth are currently seeking to appoint a new Paraplanner. The role will be working closely alongside a Company Director.
As you will be supporting one of the Directors of the business you will have all round good knowledge of the financial planning market and be extremely competent.
You will be required to provide technical support on a daily basis and duties will include; report writing, fund research, producing fact finds, technical assistance and liaising with clients.
This is an ideal opportunity for an individual who is seeking a paraplanning position with good development opportunities.