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

Cookies on this website
We use cookies on this site to help improve user experience and deliver services. By using this site you consent to the use of cookies.