Job Details

This chartered financial planning practice has a highly developed business model and is already embracing a fee based approach, well ahead of the RDR deadline. Very much classed as a new model advisory firm they are an exceptionally professional outfit with a burgeoning reputation for the high quality level of service they provide to their clients.
To support the firm’s fee earners they are seeking to recruit an additional individual for their technical support function. This could be either an experienced senior administrator or paraplanner.
Providing a comprehensive degree of support to the company’s fee earners it is imperative that applicants have previous experience within an IFA practice and in the case of the paraplanner be extremely proficient at compiling research and writing complex reports in a timely fashion. The individual will also have a high level of experience within the pensions arena.
Given the status of the firm it is expected that candidates will be CertPFS qualified and have progressed with diploma studies.
On offer is a competitive salary package plus the opportunity to work with a well regarded firm whose business model is one that focuses on building value for the long-term.
For further information on this role please call Leanne Fairhurst on 0161 973 6900 or email recruit@exchange-street.co.uk.