We are looking to recruit an experienced financial paraplanner to provide technical support to our IFAs. Tasks will include assisting with file reviews, research and collation of technical information, the drafting of suitability letters, and assistance with the administration of financial processes. You will also be responsible for monitoring client portfolios; conducting market research for financial products and obtaining quotations; producing audit trails of financial research; compiling documents for our IFAs to use in advising our clients; administering fund and share dealing processes; and preparing probate valuations of investment funds and shares. You will be computer literate, have a keen eye for detail, and enjoy working as part of a team.

The practice works closely with the associated solicitor’s practice offering a range of complementary services. Both practices strive to put client needs at the focus and to take an innovative, and holistic, approach to identifying and addressing those needs. Having grown through the recent economic downturn, the two practices are currently going through further expansion and development. The practices have a strong track record of training and developing staff, supporting many through studies for professional examinations.

We offer flexible working hours, a friendly working environment, and opportunities for professional studies and career progression. Our offices are located just off the A38 at Lee Mill, approximately 11 miles North East of Plymouth, and 30 miles South West of Exeter.

Please send a detailed CV to personnel@swlaw.co.uk or to:

The Practice Manager
PFS Asset Management Ltd
Kingsley Close
East Way
Lee Mill
Ivybridge
Devon PL21 9GD