Trainee Paraplanner

Recruiter
BoulterBowen
Location
Exeter, UK
Salary
Competitive
Posted
09 Sep 2019
Closes
22 Sep 2019
Ref
1234906080
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We have an exciting opportunity to join our award winning WealthCare firm based in Exeter as a trainee Paraplanner.

You will be a key member of the team assisting our WealthCare Advisers in providing a first class service to our clients. Your varied daily tasks will include:
  • Preparing meeting workbooks, application forms and risk profile questionnaires
  • Attending client meetings with the advisers including note taking
  • Dealing with and resolving client and provider queries
  • Obtaining illustrations and product information from providers
  • Providing general support to the team in all areas of the business

The role is ideal for a recent graduate who wants a career, is outgoing, communicative, isn't afraid to ask questions and wants to learn. You will be highly organised, resourceful, naturally inquisitive with strong attention to detail. Study support will be provided for the right candidate to complete relevant qualifications, with the opportunity to progress and develop within the company and become a fully qualified Financial Adviser.

We offer a competitive package with pension contributions and life cover.

If you feel you would be suitable for this role, please submit a CV and covering letter by email or post. Applications without a covering letter will not be considered. BoulterBowen, 1 Charlotte Mews, Exeter, Devon, EX2 4HA.

Hours: Monday - Friday 9:00 -17:30

Holiday: 5 weeks pa and bank holidays

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