We're looking for a trainee paraplanner for our Exeter hub Southernhay Financial Planning.
Our ideal candidate must have:
- Some experience of working in an advice business in a client facing role, either as an administrator or a paraplanner
- Already drafted client communications such as annual review letters
- A keen interest in progressing their skills, experience and qualifications in the direction of a paraplanning role
- A positive, can do attitude and be able to work well as part of a team
Our ideal candidate may have:
- Some experience already of writing advice reports for clients
- Already started on their qualifications journey through the CII
What we offer:
- Competitive pay and benefits
- Flexible working - 2 days in the office per week
