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Permanent

Paraplanner - Hybrid working

Exeter
money-bag 42000.00-42000.00 Annual
3085434407
Posted Yesterday

An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team.Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process. The RolePreparing high-quality suitability reportsConducting detailed technical research across pensions, investments and protectionSupporting Financial Planners throughout the advice processAssisting with client queries and providing technical support where requiredLiaising with providers and internal teams to ensure efficient case progressionContributing to the ongoing development of processes and client service standardsThe OpportunityThis firm places a strong emphasis on professional development and will provide full on-the-job training where required. They actively support professional qualifications and career progression, with clear opportunities to move into more senior technical roles over time for those who wish to develop further.What''s on OfferBasic salary up to £50,000Excellent bonus structure5% pension contribution25 days holiday + bank holidaysGroup life cover (4x salary)Hybrid working - 2 d

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