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Permanent

Trainee Paraplanner or Qualified Paraplanner

Exeter
money-bag 30000.00-30000.00 Annual
Posted 3 days ago

Paraplanner Opportunities (Trainee or Qualified) - Exeter or Remote/HybridAre you looking to build or further develop your career in paraplanning within a progressive, forward-thinking Chartered environment? We are recruiting at two levels - Trainee Paraplanner/Technical Assistant and Qualified Paraplanner - offering the opportunity to join a dynamic, innovative financial planning firm recognised for delivering bespoke investment, pension and tax-efficient planning solutions.This is an exciting time to join a growing and highly successful independent business that embraces cutting-edge technology, high professional standards and a culture that treats clients like family.About the OpportunityWe are seeking motivated individuals to join our paraplanning and technical support team. The level at which you join will depend on your experience, qualifications and career aspirations.Trainee Paraplanner / Technical Assistant - Office Based (Exeter)Perfect for someone entering the profession or early in their paraplanning journey. You''ll receive full support, training and exposure across the advice process. Office-based working is required to maximise hands-on learning and development.Qualified Paraplanner - Remote or Hybrid WorkingIdeal for an experienced paraplanner who can confidently support advisers with technical research, suitability reports and client documentation. Flexibility is available, including fully remote or hybrid arrangements.Key Responsibilities (Level ..... full job details .....

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