Paraplanner

  • Location

    Exeter

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £40000 per annum + Bonus & Benefits & Exam Support

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3581_1659015054

  • Published:

    23 days ago

  • Expiry date:

    2022-08-27

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

A modern forward thinking Financial Planning & Wealth Management organisation are seeking to recruit an additional Paraplanner to join their friendly team. The organisation is unique they are successful and have grown considerably over the past few years, they have a strong presence in the South West & London.

They are looking to recruit an experienced Paraplanner who will work closely with the companies Directors & Financial Planners. This will be a hands on and busy role working within the existing support team, you will work with likeminded staff with the ultimate goal of providing the highest level of service to the firms clients. You will be provided with full administrative & compliance support which will allow you to focus on technical tasks.

The client is looking for an experienced individual, ideally Level 4 qualified although individuals working towards will also be considered.

The client is offering a basic salary to £40,000 + bonus and company benefits. They offer flexible working for staff, full support for exams and opportunities to progress within the company as it continues to grow.