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Paraplanner (Part-Qualified)

Ernest Gordon Recruitment Limited
Posted 15 days ago, valid for a month
Location

Exeter, Devon EX4 3PZ, England

Salary

£45,000 - £50,000 per annum

Contract type

Full Time

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Sonic Summary

info
  • The position available is for a Paraplanner (Part-qualified) with a salary range of £45,000 - £50,000.
  • Candidates should be working towards a Level 4 qualification in Financial Planning.
  • The role involves conducting paraplanning activities, including data gathering, research, and preparing suitability reports.
  • The company offers hybrid and flexible working arrangements along with 33 days of holiday and a comprehensive benefits package.
  • This opportunity is ideal for someone seeking a supportive team environment and work-life balance.

Paraplanner (Part-qualified)

45,000 - 50,000 + Hybrid / Flexible Arrangements Available + 33 Days Holiday + Company Benefits Package

Exeter

Are you a Paraplanner currently doing your Level 4, looking to join a close-knit team which will support your continued development?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for nurturing their employees and great staff retention.

Your role will involve conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports and any other ad hoc technical work.

This role would suit a Paraplanner with a Level 4 In Financial Planning looking for work life balance, hybrid working, nice hours and a great team.

The Role
* Preparing reports detailing the consultant's recommendations for the client
* Conducting research
* General paraplanning
* Hybrid and flexible arrangements available
* 9:00-17:00 Monday to Friday

The Person
*
Paraplanner
* Level 4, or already working towards this

BBBH20240a

Keywords: paraplanner, ifa, financial, services, planning, advisor, Exeter, Tiverton, Dawlish, Exmouth, hybrid, flexible

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.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.