Our client, an established asset manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced paraplanner to support the leading consultants in the region. Initially this will be on a 36 week contract.
Responsibilities of the role include general paraplanning assistance with product research, report writing and production of compliant suitability letters, along with general diary management, new business processing and liaising with clients.
This is a fantastic opportunity for an experienced individual looking to join a forward thinking practice that is in the midst of a major expansion programme. Having recently acquired a number of IFA practices they are developing a financial planning division of some repute and therefore this role could lead to further opportunities.
Given that the successful applicant will need to be up and running very quickly, it is a pre-requisite that any applicant holds the Certificate in Financial Planning. The company will also only consider the applications of those individuals with IFA paraplanning experience.
For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk.
