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Trainee Paraplanner

  • Exeter
  • Permanent
  • £25,000 - £30,000 + Bonus & Benefits

Job details.

Mbf are working with a boutique Chartered Financial Planning practice to recruit a Trainee Paraplanner. Our client is chartered & fully independent, they are a small but very successful business who have grown organically.

This Trainee Paraplanner position will work within a friendly & professional support team consisting of Trainee Financial Planners, Paraplanners & IFA Administrators. The focus of the role will be to provide comprehensive support to the companies Directors, very successful Financial Planners and clients.

The client is looking to recruit a motivated & ambitious individual who is looking for a long term and successful career within the industry. In order to be considered you should:

  • Have previous Financial Services experience, ideally from a Financial Planning background.
  • Be part way through or will be interested in completing the Diploma in Financial Planning
  • Will have strong attention to detail and excellent commutation skills
  • Be very keen to progress your career within the industry

They are committed to personal growth & development of their staff; you will be supported for all market exams to Diploma and Chartered.

On offer is an excellent overall package including:

  • Basic salary to £30,000
  • Full exam support
  • An excellent working environment with ongoing training & support

This is an excellent opportunity to join an established business who truly value their staff. You will be joining a friendly & professional team where there will be opportunities to progress into Paraplanning and Advisory in the future.


  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Director - Financial Services

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