Trainee Paraplanner

  • Location

    Exeter

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3360_1641287255

  • Published:

    14 days ago

  • Expiry date:

    2022-02-03

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

We are currently working with a firm of Financial Planners based in Exeter to help them recruit a Trainee Paraplanner for their growing team.

The company are well established, with several offices across the South West, a solid base of HNW clients and an ambitious business plan targeting more growth over the coming years. Because of this, it's a very exciting opportunity to be joining such a company.

The role

  • You'll be tasked with learning all aspects of the Paraplanner role
  • Study towards your Level 4 Diploma Financial Advice
  • You will be supporting the highly qualified and experienced Paraplanning Team with tasks such as; Obtaining policy information, generating illustrations, report writing (training available), etc

What we are looking for:

  • Candidates should have previous experience of working within Financial Planning; ideally an IFA or SJP Partnership as an administrator for 2 years+
  • You should have started your studies towards the Diploma
  • You should be a strong communicator, well presented and have a solid educational background

The client is offering a competitive basic salary plus bonus and company benefits.