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Paraplanner

mbf.
Posted a day ago, valid for 23 days
Location

Exeter, Devon EX4 2PL

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking an experienced Paraplanner to join a National Wealth Management organisation in their Exeter office.
  • Candidates should have experience in Wealth Management/Financial Planning and hold the Diploma in Financial Planning.
  • The position offers a competitive salary and excellent benefits, with support for further qualifications.
  • You will work closely with Senior Financial Planners and Financial Planning Administrators, with opportunities for career progression into advisory or management roles.
  • The organisation provides flexible working arrangements, allowing for 3 days working from home and 2 in the office or vice versa.

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to join their Exeter office.

Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity.

This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.

You will be joining a well-known and highly respected organisation with excellent career development opportunities.

The client offers flexible working with 3 days working from home & 2 in the office or vice versa.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.