We are looking for a Paraplanner to join a firm of Chartered Financial Planners to work in either their Plymouth, Exeter or West-super-Mare offices.
As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
To be considered for the Paraplanner position with my client you will need to have a minimum of two year’s Paraplanning experience with exceptional technical knowledge. Diploma Level 4 qualified is a MUST for this role and ideally on the way to becoming Chartered qualified.
You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.
Don’t delay, apply today for a confidential discussion.
Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
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