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Paraplanner
Location: Exeter, UK
Salary: Competitive
Ref: JH2708
Date posted: 27th August 2020
Closing date: 25th December 2020
Paraplanner – great new opportunity within regional professional services company. This role will support a team of Financial Planners both in terms of new business and delivering a high level of on-going client service.
This is a great opportunity join a leading professional services organisation as Paraplanner. Our client offers a competitive salary, 25 days annual leave, contributory pension scheme, holiday purchase scheme, DIS and access to health and rewards scheme. Our client will consider part-qualified, working towards Level 4 Diploma (if accompanied by evidence of recent study and relevant experience).
Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.
- 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.
- Act as a point of contact for client related matters.
- Maintain compliant 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.
- Help organise events and seminars
- A minimum of 3 years previous IFA experience essential.
- Level 4 CII Diploma in Financial Planning.
- CII Advanced Diploma in Financial Planning or Chartered Financial Planner is desirable.
- Paraplanning experience, especially within an IFA accountancy-based firm, would be an advantage.
- Knowledge of relevant FCA compliance procedures.
- Self-starter with a strong work ethic and organisation skills
- Ability to prioritise tasks and handle large amounts of data and paperwork
- Highly analytical with a keen eye for detail and a thorough approach.
- Calm under pressure and able to meet tight deadlines
Your Contacts
Jo Howell
Recruitment Manager - Accountancy & Financial Services
Apply for this job
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