We are working with a client looking for a Paraplanner to join their Financial Management team to support their Financial Planners with new business processing and delivering a high level of on-going client service. We are looking to speak to both senior and junior Paraplanners. The opportunity will be based in Exeter; however, hybrid and flexible working is encouraged so candidates will need to have the ability to work efficiently remotely.
What’s needed from you?
-Experience working within an IFA
-Paraplanning experience desirable
-Level 4 Diploma qualified. However, part qualified candidates will also be considered
-IT skills, MS Office in particular
What we can offer?
-36.25 hours / 5 days per week
-Flexible/hybrid working available
-25 days leave excluding bank holidays
-Buy and sell holiday
-24-hour external Employee Assistance Programme helpline
-Access to rewards and health scheme
-Introducing clients and staff commission schemes
-Pension scheme. Employee 4%, Employer 3% rising to 4% (but matched up to 6%) after 4 years’ service
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.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms: Para planner, IFA Support, Financial Planner