We are currently working with a prestigious Private Bank, Investment Management and Financial Planning organisation to recruit an experienced Senior Paraplanner. This client has a national presence and work at the top end of the market, they deal solely with UHNW and HNW private clients.
They now have the requirement for a Senior Paraplanner to join their growing Financial Planning division working out of their offices in the centre of Exeter. You will be working alongside a number of the markets leading Wealth Management Consultants, therefore you should have previous experience within a similar remit.
You should have at least three years experience working as a Paraplanner working within a Financial Planning/Wealth Management organisation. You must be Diploma qualified and any additional exams towards Chartered would be an advantage. Senior Paraplanners will have the opportunity to take on some oversight within the office.
The client is offering a highly competitive basic salary to £55,000 plus bonus and company benefits. You will be supported for all market exams and will be given opportunities top progress in the future.