Senior Paraplanner
£45,000 - £55,000 + Potential for Hybrid + Progression to Directorship + Pension + Bonus + Other Company Benefits
Exeter, commutable from Exmouth, Torquay, Paignton, Taunton, Tiverton
Are you an experienced Paraplanner looking to join a tight knit, well established Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications up to chartership, excellent bonus schemes and a potential for directorship?
On offer is the opportunity to join a well-established and fast growing, client focused wealth management group, who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a knowledgeful paraplanner to bolster their team.
Your role will involve senior management responsibilities, as well as preparing and maintaining files, preparing and implementing recommendations and reviews. This role will also require you to liaise with multiple departments and provide advice and training to learning paraplanners.
This role would suit an experienced Paraplanner looking to join a tight knit, well established business that will offer you a dynamic role with a generous bonus, opportunities for qualifications and the opportunity to become a technical expert.
THE ROLE:
- Preparing reports detailing the consultant's recommendations for the client
- Conducting research
- General paraplanning
- Opportunity for Hybrid working
- 9am-5.30pm Mon-Fri
THE PERSON:
- Experienced Paraplanner
- Fully Qualified Level 4
- Commutable to Exeter
Reference number: BBBH14096
Key words: Paraplanner, finance, consultant, paraplanner, advisor, hybrid, senior finance, Exeter, Exmouth, Torquay, Paignton, Taunton, Tiverton
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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