Posted 3 days ago by Reed Insurance Easy Apply Featured
My Client are a recognised Accountancy Practice with an IFA arm based in Exeter. They have a fantastic opportunity within Paraplanning where you will be working closely supporting a Director and Chartered Financial Planner, in particular one of the senior planners, both in terms of new business and offering a high level of ongoing service.

You will be working with a highly successful Financial Planner who offers independent straightforward financial planning advice.

You will have sound experience of pensions, retirement planning, insurance and wealth management and a number of years experience working in a technical Paraplanning position

You should be able to help organise others in the office, so a high level of organisational abilityis required, combined with a keen eye for detail.

The business is, however, a team environment, so a team player is required.

You must also have a strong preference for action and an ability to handle pressure and meet tight deadlines.

In return you will work for a growing Financial planning firm that offers genuine career progression and a role that you can get your teeth stuck into and really make a difference.

Due to the level of support needed for this particular advisor, you need to have either completed or are close to completing your diploma.

Please call me today on 0117 930 4820 and email your CV through to

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34442769

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