Exeter
Due to growth, our client, a highly respected, regional Financial Planning firm based in the South West is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly supported. This position is based out of their Exeter office with hybrid working on offer.
Benefits
- Hybrid working
- Discretionary Annual Bonus
- 5% Employer Pension Contribution
- 25 Days Annual Leave
- Group Life Cover
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –
- Previous experience in a Financial Planning Support role
- Some qualification in the Level 4 Diploma in Financial Planning (Advantageous)
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner