Paraplanner
Salary
negotiable
Location
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Services
Location: Exeter
Salary: Negotiable
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Exeter to join a Chartered Financial Planning Firm.
The responsibility of the role is to support the team of Financial Planners both in terms of New Business and delivering a high level of on-going client service.
Key duties include but are not limited to the following:
- Support the Financial Planning team to meet business targets
- Research clients’ financial arrangements, analyse investment and client data
- Construct financial planning strategies and research financial product marketplace
- Produce financial planning reports
- Assist Financial Planners with preparation for client meetings
- Maintain complaint records
- Work as part of the team to deliver the highest level of client service
- Perform general office administration tasks as required and provide holiday cover for team members
- Maintain and update back office systems and platforms
- Negotiable salary dependent on experience
- 25 days holiday + bank holidays
- Pension Contribution
- Level 4 Diploma in Financial Services essential
- CII Advanced Diploma in Financial Planning or Chartered Financial Planner desirable
- Paraplanning experience especially within an accountancy firm advantageous
- Candidate must be a self-starter with a strong work ethic, able to organise themselves without close supervision, able to work with the team and prioritise tasks
- High level of analytical ability a keen eye for detail and thorough approach
- Candidate must have the ability to handle pressure and meet tight deadlines whilst being personable and a team player
- Familiarity with back-office software
- Knowledge of relevant FCA compliance procedures
- Research and analysis skills
- Able to produce high-quality reports detailing reasoned recommendations, combined with high standards in respect of spelling, punctuation and syntax.
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.