Recruit UK

Paraplanner – Covering Yeovil and Exeter Offices

RecruitukLtd Salary: £25k - £30k

My Client is a leading Chartered Financial Planning and Chartered Accountancy Firm in the South West. They have enjoyed many year’s success and growth. They are actively seeking a proactive and motivated Paraplanner to join their vibrant teams in Exeter and Yeovil, to support their professional and dedicated Financial Planners and Client Managers.

Main duties include;

  • Support Financial Planners with technical research and suitability reports.
  • Liaising with clients and processing any queries daily.
  • Performing ad-hoc tasks when required by Financial Planner.
  • Supporting the administration team.
  • Management of client reviews and maturities.
  • Maintaining confidential information on technical systems.
  • Writing suitability letters and preparing literature for client meetings.

To be considered, the paraplanner will have;

  • At least 1 years’ experience in a similar Paraplanner or IFA Support role
  • Be qualified to the level 4 Financial diploma or on route to obtaining.
  • Sound knowledge of investments, protection, trusts and wills, personal taxation.
  • Be familiar with 1st adviser software and other programmes, including Microsoft office.
  • Strong report writing skills.
  • Professional and effective communication skills.

The successful Paraplanner will be joining a highly motivated team and will contribute to performance and efficiency. This position will require a level of flexibility, as the Paraplanner will need to cover both the Exeter and Yeovil offices with frequent commute between the 2, therefore someone with a full driver’s licence and own form of transport will be an advantage. This is a great opportunity as my client will consider paraplanners or senior IFA Administrators who are yet to obtain the full level 4 financial diploma.

My client believes in supporting their staff and will recognise those individuals who demonstrate the desire to develop themselves further. Salary on offer is c£25k – £30k, plus competitive benefits.

Contact Louise Bibb at Recruit UK, to discuss this position or other back office positions in Financial services by calling 01179-450-450 and quoting reference 2505.

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