Experienced Paraplanner

An award winning Independent Financial Planning practice have the requirement for an experienced Paraplanner to join their friendly and established team in Exeter. The client is a well-known name in the market, they are a successful business that provide holistic financial solutions to clients across the UK.

They now have the requirement for an additional Paraplanner to join them. The role will be to support a team of Senior Financial Advisers, responsible for full technical paraplanning service and ensuring the firms clients receive an excellent level of service. My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards. Candidates will ideally be qualified to DipPFS level (although exceptional candidates working towards this may also be considered) and must have previous working in a technical paraplanning role within an IFA.

The client can offer an excellent/stable working environment, a competitive basic salary up to £40,000 + bonus and benefits.