Job Description

An experienced Paraplanner is required to join a Local Financial Planning and Wealth Management organisation with an office in the South Hams, where you will join a very personable and experienced Team. You will have the ability to build the paraplanning function using current systems and controls, with the option to utilise any planning software currently available.

As an experienced Financial Services professional you will work closely with two full time, employed IFA's, by providing full technical support. You will conduct detailed client research, assess financial objectives and write detailed reports. You will carry out product research, assist with reviews and information requests by acting as a point of contact, maintain client records, prepare client files, obtain illustration requests and arrange for plans to be submitted to providers.

Required Knowledge, Skills, and Abilities