Paraplanner (Hybrid)

ZipRecruiter; Exeter; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A well-established financial advisory firm in Exeter is seeking a Paraplanner. This role offers hybrid working arrangements, flexible hours, and 33 days holiday. Candidates will support client-focused financial advisers by conducting essential research and preparing reports, contributing to a balanced work environment.

Benefits

33 Days Holiday

Flexible working hours

Hybrid work arrangements

Qualifications

• Experience in a Paraplanner role at any level is essential.

Responsibilities

• Preparing reports detailing the consultant's recommendations for clients.
• Conducting research.
• General paraplanning duties.

Skills

Data gathering

Research

Report preparation

Job description

Job Description

Paraplanner (Hybrid) £45,000 - £50,000 + Hybrid / Flexible Arrangements Available + 33 Days Holiday + Company Benefits

Location: Exeter

Are you a Paraplanner looking to join a well-established financial advisory firm that offers flexible hours, hybrid working, 33 days holiday, and a great work-life balance? This is an opportunity to work with client-focused financial advisers known for their bespoke and holistic approach to financial advice. The company values employee well-being and has a strong staff retention record.

Your role will involve conducting paraplanning activities to support the advisors, including gathering data, researching, preparing suitability reports, and other technical tasks. The position offers 2 days per week WFH, flexible hours, and 33 days holiday.

Responsibilities:

• Preparing reports detailing the consultant's recommendations for clients
• Conducting research
• General paraplanning duties
• Hybrid and flexible working arrangements
• Working hours: 9:00-17:00, Monday to Friday

Candidate Profile:

• Experience in a Paraplanner role at any level

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

If interested, click 'apply now' to submit an up-to-date CV. We are an equal opportunities employer and welcome applications from all suitable candidates.

The advertised salary is a guideline; actual remuneration depends on experience, qualifications, and skills. Ernest Gordon Recruitment Limited acts as an employment agency for permanent and temporary roles. By applying, you accept our T&Cs, Privacy Policy, and Disclaimers available on our website.