One of the UK’s largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner to work out of their office in Exeter.
In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing suitability reports whilst ensuring all compliance / regulatory procedures are adhered to.
This is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators and you will be actively involved in client meetings.
This role provides excellent long term career opportunities with a firm who invest heavily in employee development and have some very exciting growth plans over the coming years.
The successful candidate will be an experienced paraplanner who is at least level 4 diploma qualified (CII or equivalent) and keen to take further qualifications.
Basic salary up to £52,000, discretionary bonus scheme and excellent benefits package and home / office mix of working.