Paraplanner

  • Location

    Exeter

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £42000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3196_1633512321

  • Published:

    13 days ago

  • Expiry date:

    2021-11-05

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

MB Fitzgerald are working with large regional Financial Planning organisation who are looking to recruit an additional Paraplanner to join their team in Exeter. The company have a number of offices across the South West, they are one of the largest and most respected Financial Planning practices in the area.

They are now looking to recruit an additional Paraplanner who can provide a technical support service to the company's financial advisers and to fully support the firms clients. This role will focus on more senior duties such as: undertaking market research & analysing data, preparing suability reports and cash flow forecasts. As a result, you MUST have experience within a similar Paraplanner capacity and you will ideally hold the Diploma in Financial Planning.

The client value their staff, they have an excellent working environment and offer good basic salaries plus bonus and company benefits. They provide full on the job training & support, help with market exams and opportunities for progression within the company.

They also offer flexible working with a 2/3 day split.