Junior Paraplanner - Accountancy practice

  • Location

    Exeter, Devon

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH1909_1564402916

  • Published:

    about 1 year ago

  • Expiry date:

    2019-08-28

  • Startdate:

    ASAP

  • Consultant:

    #

We are currently working with a top Accountancy practice with offices in Exeter to recruit a Junior Paraplanner to join their Financial Planning division.

You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Junior Paraplanner you will work closely with a Senior Paraplanner who will provide on-going training and guidance, as well as this you will have a dedicated Administrator who will undertake your administrative tasks including scanning, filing etc.

To be considered for this opportunity you will have previous experience within either a Senior IFA Support or Junior Paraplanner capacity. Candidates will ideally hold their Certificate in Financial Planning and any further exams toward the Diploma would be considered highly advantageous.

You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in to a full Paraplanner role in the future.