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Location: Okehampton EX20, UK
Salary: Competitive
Ref: JH887981
Date posted: 5th September 2019
Closing date: 1st November 2019

Cathedral Appointments are currently seeking a Paraplanner to join our client’s firm of independent financial advisors based in Okehampton. Your role will be to ensure that regulated work passes through the firm’s processes smoothly. This will include liaising with the financial advisors and the admin team for follow ups on client research, the preparation of client suitability reports and other investment reporting. This role will not require you to provide any advice or undertake regulatory work. To be successful in this role you will need to have previous experience within financial services and in regulated advice. A level 4 diploma in financial planning would be beneficial but is not essential.  Study support towards completion of CII / RO exams would be part of the benefits package.

This role will pay a competitive salary and represents a fantastic opportunity to join a leading organisation in an exciting and varied role. There is also scope to progress form this role into a client-facing advisor position. If you feel that you meet the requirements set out above, please apply now, or call for an informal discussion.


Keywords: ifa, independent financial advisor, financial advisor, finance, financial services, financial, finance jobs, finance Okehampton, finance devon.

Closing Date: Please note that we will accept applications up to the closing date, however all suitable candidates will be submitted as soon as received, and the client reserves the right to appoint before the closing date.

If you have the skills and experience stated, please apply NOW!

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Jo Howell

Recruitment Manager - Accountancy & Financial Services
01392 413577

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