vacancy

Paraplanner (1097)

Ref: 1097

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

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