Paraplanner (Part-qualified)
£45,000 - £50,000 + Hybrid / Flexible Arrangements Available + 33 Days Holiday + Company Benefits Package
Plymouth
Are you a Paraplanner currently doing your Level 4, looking to join a close-knit team which will support your continued development?
On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for nurturing their employees and great staff retention.
Your role will involve conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports and any other ad hoc technical work.
This role would suit a Paraplanner with a Level 4 In Financial Planning looking for work life balance, hybrid working, nice hours and a great team.
The Role
* Preparing reports detailing the consultant's recommendations for the client
* Conducting research
* General paraplanning
* Hybrid and flexible arrangements available
* 9:00-17:00 Monday to Friday
The Person
* Paraplanner
* Level 4, or already working towards this
BBBH20240a
Keywords: paraplanner, ifa, financial, services, planning, advisor, Exeter, Tiverton, Dawlish, Exmouth, hybrid, flexible
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