Paraplanner (1317)

Ref: 1317

Flexible and Hybrid Working | 25 Days Annual Leave | Buy and Sell Holiday

Our client, the largest independent accountancy practice is seeking to recruit a Paraplanner to join their Financial Management team within their Exeter offices. As part of the role, the successful candidate will support the Financial Planners with new business and help to deliver a high level of on-going client service.

Paraplanner responsibilities include: -

  • Research clients’ financial arrangements, analyse investment and client data
  • Construct financial planning strategies and research financial product marketplace
  • Produce financial planning reports and letters
  • Act as a point of contact for client-related administrative matters
  • Maintain compliant records
  • Process new business and track completion
  • Maintain and update back-office systems and platforms
  • Help organise events and seminars

Paraplanner requirements include: -

  • A minimum of 3 years of previous IFA experience essential
  • Level 4 CII Diploma in Financial Planning
  • CII Advanced Diploma in Financial Planning or Chartered Financial Planner is desirable
  • We will consider part-qualified, working towards a Level 4 Diploma (if accompanied by evidence of recent study and relevant experience)
  • Paraplanning experience, especially within an IFA accountancy-based firm, would be an advantage
  • Familiarity with back-office software (experience with Intelligent Office (IO) would be an advantage)
  • Knowledge of relevant FCA compliance procedures
  • Research and analysis skills
  • Able to produce high-quality reports and letters

Your Benefits for a Paraplanner: -

  • 36.25 hours / 5 days per week
  • 25 days annual leave plus bank holidays
  • Death in service 3 x annual salary
  • Access to Westfield Rewards and Health scheme
  • 24-hour external Employee Assistance Programme helpline
  • Buy and sell holiday
  • Introducing clients and staff commission schemes
  • Employee 4%, Employer 3% rising to 4% (but matched up to 6%) after 4 years’ service

If you have the ability to handle pressure and meet tight deadlines whilst also being personable and a team player, then this could be the perfect role for you.

If you would like to find out more details about this role, apply today!

Recruitment Consultant: Joanne Howell

Ref: 9115