Paraplanner - National Wealth Manager

  • Location

    Exeter, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £37000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2019_1567592477

  • Published:

    about 1 year ago

  • Expiry date:

    2019-10-04

  • Startdate:

    ASAP

  • Consultant:

    #

We are working with a national Wealth Management organisation to recruit an additional Paraplanner. Our client is genuine market leader, they have offices across the UK and are one of the largest and most successful Wealth Managers in the country.

They now have the requirement for a Paraplanner to join their growing team in Exeter, the role will be to provide full technical support to a team of Financial Planners.

You will be working alongside a number of the markets leading Wealth Management Consultants; therefore you should have previous experience within a similar remit. The successful candidate will be undertaking a variety of duties including; bespoke report writing, fund research, liaising with both Clients and Senior Financial Planners and attending client meetings.

To be considered you should have prior experience working as a Paraplanner and will be minimum Level 4 qualified.

The client is offering a competitive basic salary + bonus and excellent company benefits including a 10% pension.