Office Manager/Senior Paraplanner – Exeter

Salary: up to £45k

Recruit UK are working with an award-winning Chartered Financial Planners and Discretionary Fund Managers based in Exeter. The firm prides itself on giving clients a unique experience. We are committed to providing a complete bespoke wealth management service built on a long-term relationship. This includes professional independent and trusted investment, pension and tax saving advice tailored to a client’s individual circumstances.

The firm is technologically forward-thinking and has a great reputation within the financial planning industry.

The role is on a permanent and full-time basis and will report to the directors. This role would suit a candidate seeking a position in a boutique wealth management business working as part of a small, friendly team.

Your duties;

  • Manage the client journey from first point of contact
  • Coaching and mentoring new staff
  • Technical research and report writing

The applicant will be a self-starter, expected to have a high level of independent responsibility, as well as being involved in a wide range of client related work.

This is a key role in which the candidate will work with financial advisers and directors in shaping the direction of the firm. The role will evolve and grow in line with company expansion.

If you are interested in this role please apply or contact Recruit UK and ask for Keely on 01179 -170 414. Please quote reference 11705

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