Paraplanner

**Paraplanner - Chartered practice with low staff turnover - competitive basic salary and excellent working environment** We are currently working with a Chartered Financial Planners in Exeter who are looking to recruit an additional Paraplanner for their offices. This role is ideal for an experienced Paraplanner who is looking for a bit of variation in...

We are currently working with a firm of Financial Planners based in Exeter to help them recruit a Trainee Paraplanner for their growing team. The company are well established, with several offices across the South West, a solid base of HNW clients and an ambitious business plan targeting more growth over the coming years. Because of this, it's a very...

As a Trainee paraplanning your responsibilities will include " Preparing and maintaining detailed client files and records " Preparing annual reviews " Preparing reports and recommendations " Assisting financial advisors in their duties " Completing general admin tasks " Interest in moving into the financial services sector " Strong numerical and written...

**Competitive Salary | Opportunity for Hybrid Working | Free Parking** Our client, a forward-thinking and dynamic Wealth Management Firm, is looking to recruit an **Administrator** to join their team in Exeter on a full-time, permanent basis. Your role will be supporting the firm’s Directors and paraplanners. **Financial Services Administrator...

Client Services Manager – Exeter – Up to £30,000We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys...

**Competitive Salary | Hybrid Working | Excellent Benefits** Our client, a well-established Chartered Independent Financial Planning firm is seeking a **Financial Services Administrator** to join their team based in Exeter. This position is primarily office based; however, you will have the opportunity to work two days from home. This role may also be...

**Flexible and Hybrid Working| 25 Days Annual Leave | Buy and Sell Holiday** **Paraplannerresponsibilities include: -** - Research clients’ financial arrangements, analyse investment and client data - Construct financial planning strategies and research financial product marketplace - Produce financial planning reports and letters - Act as a point of...

We are currently working with a leading National Wealth Manager in Exeter who through demand are looking to expand their paraplanning team. They work with some truly great HNW/UHNW clients including company owners/directors, FTSE 100 company execs, family groups, and affluent retirees. They offer a full range of planning services including Investment,...

This role involves working from home with some travel to the office after the summer. **Responsibilities**: - Receive instructions during debriefings from advisers following client meetings - Interpret data obtained by advisers during client meetings - Analyse data and using research tools to provide solutions to meet client needs and objectives - Provide...

**Competitive Salary | Hybrid Working | Excellent Benefits** Our client, a well-established Chartered Independent Financial Planning firm is seeking a **Financial Services Administrator** to join their team based in Exeter. This position is primarily office based; however, you will have the opportunity to work two days from home. This role may also be...