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£45,000 - £50,000 + Hybrid / Flexible Arrangements Available + 33 Days Holiday + Company Benefits Package
Plymouth
Are you a Paraplanner with a Level 4, looking to join a tight-knit, friendly team in a financial services business that offers work-life balance, hybrid working, and 9-5 hours with flexibility?
On offer is the opportunity to join client-focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for nurturing their employees and maintaining great staff retention.
Your role will involve conducting paraplanning activities to support the advisors, including gathering data, researching, preparing suitability reports, and other technical tasks.
This role suits a Paraplanner with a Level 4 in Financial Planning seeking work-life balance, hybrid working, reasonable hours, and a supportive team.
The Role
* Preparing reports detailing the consultant's recommendations for clients
* Conducting research
* General paraplanning
* Hybrid and flexible arrangements available
* Working hours: 9:00-17:00, Monday to Friday
The Person
* Paraplanner
* Level 4, or working towards it
Reference: BBBH20240a
Keywords: paraplanner, IFA, financial, services, planning, advisor, Exeter, Tiverton, Dawlish, Exmouth, hybrid, flexible
If interested, click 'apply now' to submit your CV. We are an equal opportunities employer and welcome all suitable candidates. The salary is a guideline; actual remuneration depends on experience, qualifications, and skills.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent and temporary roles. By applying, you accept our T&Cs, Privacy Policy, and Disclaimers available on our website.
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