vacancy

Junior Paraplanner (951)

Ref: 951

Summary:

Our client, a forward-thinking and reputable Wealth Management firm, is looking to recruit a Junior Paraplanner to join their team in Exeter on a full-time, permanent basis. Two crucial elements of your role will be ensuring that all client paperwork meets the FCA’s requirements and helping to identify solutions to clients’ needs and objectives. You should have a breadth of advanced technical knowledge across various financial products.

What will you be doing as a Junior Paraplanner?

  • Checking all relevant paperwork to make sure that client files meet the FCA’s rules and requirements.
  • Engaging in research to identify solutions to clients’ needs and objectives.
  • Collecting quantitative detailed information to compile suitability reports.
  • Writing strategy reports which can be easily understood by the client.
  • Acting as a sounding board for Financial Advisors to decide on the best course of action for clients.

Skills/Qualifications of a Junior Paraplanner:

  • You should possess a high level of technical knowledge across various financial products.
  • You will be highly computer literate and familiar with a wide range of Microsoft products.
  • You will be able to prioritise well and will have good time management skills.

The Benefits:

  • Study support towards CII exams
  • Flexible Working
  • 24 days holiday + bank holidays
  • Access to a Company Pension

Ref: 8721

Recruitment Consultant: Joanne Howell

 

 

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