Paraplanner

Location Exeter
Job type: Permanent: Full Time
Salary: up to £35,000
Contact name: Josh Fuller

Contact email: careers@sarahwest.co.uk
Job ref: VR/3780
Published: about 1 month ago

This is a great opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who seek to enable their clients a financial peace of mind.

 

You will be joining a small but experienced team of four. They have fierce growth plans over the next two years, so there will be clear progression opportunities within this role. We are looking for a Paraplanner to support the successful financial planners in the way of producing reports, documents and client solutions.

 

This role would be great for someone with management experience as there will be responsibilities of a junior and a new business administrator. But equally we are looking for someone with great problem-solving skills, who can work well both alone and within a team and has great communication skills and attention to detail.

 

You don’t necessarily need to have come from a Paraplanner background, this role would equally suit someone with an administrative background working in a finance services setting.

For this role, you would need a minimum of a diploma in regulated financial planning and ideally working towards your chartered financial planner status.

 

As well as a generous salary and benefits package, this client really invests in their staff and is always looking to build on peoples experience and put them through any relevant qualifications.

 

If you think this could be for you, or if you would like to know more information, feel free to get in touch with Josh or apply now!