Paraplanner (Hybrid)
£45,000 - £50,000 + Hybrid / Flexible Arrangements + 33 Days Holiday + Company Benefits
Exeter
Are you a Paraplanner with a Level 4 qualification, 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 flexible options?
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 ad hoc technical work.
This role would suit a Paraplanner with a Level 4 in Financial Planning or someone working towards it, 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 duties
* Hybrid and flexible arrangements available
* Working hours: 9:00-17:00, Monday to Friday
The Person
* Paraplanner with Level 4 qualification or working towards it
Ref: BBBH20240a
If interested, click 'apply now' to submit an up-to-date CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The advertised salary is a guideline; the actual remuneration will depend on your experience, qualifications, and skills.
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