Paraplanner

mbf.

Posted 10 hours ago, valid for a month

Exeter, Devon EX4 2PL

£50,000 per annum

Full Time

Health Insurance

Life Insurance

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Sonic Summary

The position is for a Paraplanner at a leading National Wealth & Investment Management organisation based in Exeter, offering hybrid and flexible working options.
The salary for this role is negotiable, up to £50,000 per annum, depending on experience.
Candidates should have at least a diploma-level qualification, with Chartered status or active pursuit of it being highly desirable.
The role involves collaborating with a Chartered Financial Planner, creating financial reports, and assisting in developing investment strategies.
The company offers a comprehensive benefits package, including private medical insurance, pension, life assurance, and generous holiday allowance.

Paraplanner - Leading National Wealth & Investment Management OrganisationExeter, hybrid, flexible workingSalary to £50,000 (potentially negotiable) - plus benefits

MBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their team in Exeter.

Company Overview:

Our client is at the forefront of the Wealth and Investment Management sector, delivering top-tier financial solutions and services. Their commitment to excellence has made them an industry leader, and they are seeking a Paraplanner to contribute to their continued success.

Location:

Exeter, with flexible working options

Salary:

Negotiable to around £50,000 per annum (depending on experience)

Benefits:

Private Medical Insurance (PMI)
Permanent Health Insurance (PHI)
Season Ticket Loan
Pension
Life Assurance
Flexibens
Generous holiday allowance, with the option to buy/sell days

Role and Responsibilities:

In this role, you will be responsible for:

Collaborating with a Chartered Financial Planner to create comprehensive and insightful financial reports.
Leveraging your expertise in various financial products to provide valuable support.
Assisting in developing tailored investment strategies.
Ensuring an exceptional client experience.

Candidate Requirements:

We are seeking driven individuals who can meet the following criteria:

Diploma-level qualifications at a minimum.
Chartered status or active pursuit of this advanced certification is highly desirable.
A robust understanding of financial products and industry regulations.
Exceptional report writing skills.

Additional Information:

This role offers flexible working arrangements, with an expectation of three office-based days per week.
The successful candidate will receive a competitive salary, a comprehensive benefits package, and the opportunity to be a vital part of one of the industry's most respected organisations.

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