Our client, a forward-thinking and reputable Accountancy firm, is looking to recruit a Paraplanner to join their Exeter office on a full-time, permanent basis. Your role will be centered around supporting the Financial Planning team in order to meet business targets. You will be either qualified or part-qualified and working towards your Level 4 Diploma.
What will you be doing as a Paraplanner?
- Supporting the Financial Planning team in order to meet business targets.
- Researching clients’ financial arrangements, and analysing investment and client data.
- Constructing financial planning strategies and researching the financial product marketplace.
- Producing financial planning reports and letters.
- Assisting Financial Planners with preparation for client meetings.
- Acting as a point of contact for client related administrative matters.
- Collaborating as part of a team to deliver a high level of client service.
- Performing general administrative tasks and providing holiday cover for team members.
- Maintaining and updating back-office systems and platforms.
Skills/Qualifications of a Paraplanner:
- You will be qualified or part-qualified and working towards Level 4 Diploma if accompanied by evidence of study and relevant experience.
- Some previous experience, especially gained within an IFA accountancy-based firm, would be advantageous.
- You will have a strong work ethic and an ability to organise yourself without supervision.
- You should have strong attention to detail and an ability to prioritise tasks effectively.
- An technique of handling pressure and meeting deadlines with ease is essential.
- You will have honed IT/MS Office skills.
- You will have thorough knowledge of FCA compliance procedures, and a familiarity with back-office software such as Intelligent Office.
The Benefits:
- Flexible working hours
- 25 days annual leave + bank holidays
- Access to a Health scheme
- Access to an external Employee Assistance Programme
- Client and staff commission schemes
- Access to a Company Pension Scheme
Recruitment Consultant: Joanne Howell