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£45,000 - £50,000 + Hybrid / Flexible Arrangements Available + 33 Days Holiday + Company Benefits Package
Location: Exeter
Are you a Paraplanner currently pursuing your Level 4 qualification, looking to join a close-knit team that will support your continued development?
We are offering an opportunity to join a client-focused financial advisory firm that prides itself on their bespoke and holistic approach to financial advice. They are known for nurturing their employees and maintaining high staff retention.
Your role will involve conducting paraplanning activities to support the advisors, including gathering data, researching, preparing suitability reports, and other technical tasks as needed.
This role is suitable for a Paraplanner with a Level 4 in Financial Planning or working towards it, seeking work-life balance, hybrid working, reasonable hours, and a great team environment.
The Role
* Preparing reports detailing the advisor's recommendations for clients
* Conducting research
* Performing general paraplanning duties
* Hybrid and flexible working arrangements available
* Working hours: 9:00-17:00, Monday to Friday
The Person
* Paraplanner
* Level 4 qualification 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 current CV. We are an equal opportunities employer and welcome applications from 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 recruitment. By applying, you accept our T&Cs, Privacy Policy, and Disclaimers available on our website.
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