Paraplanner (2616)

Ref: 2616

Up to £40k DOE | Hybrid | Exeter

Our client, a forward-thinking Wealth Management Firm is seeking a Paraplanner to join their Financial Services team based in their Exeter office.  As a Paraplanner you will provide dedicated support to the Director/Advisers by researching products and funds and preparing letters, reports and technical advisory papers.

This role offers Hybrid working (on completion of probation) with regular access to the Exeter Office.

Paraplanner responsibilities include: -

  • To provide support for consultants where appropriate
  • Act as a primary interface between consultant and client.
  • Answer incoming calls and deal with queries
  • Keeping up to date with new legislation

Paraplanner requirements include: -

  • Previous experience as a Paraplanner
  • Part or fully qualified working toward Level 4 CII/CISI
  • Excellent communication skills
  • Good relationship-building ability
  • Fantastically organised with high attention to detail

Paraplanner benefits include but are not limited to: -

  • 25 days of holiday plus bank holidays
  • Increase holiday with length of service
  • The employer pension contribution is 4%
  • 4 x salary death in service benefit
  • Will cover exam costs (text, study enrolment, etc) after completion of probation
  • Bonus scheme

Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship. 

Recruitment Consultant: Joanne Howell

Ref: 10454