vacancy

Paraplanner (1331)

Ref: 1331

Competitive Salary | Employee Bonuses | Discounted Shopping Options

Our client, a well-established Chartered Independent Financial Planning firm is looking for an experienced Paraplanner to join their expanding Financial Planning team based in their Exeter offices. In this role, the successful candidate will play a key part in delivering high-quality advice and financial planning solutions to the firm’s clients.

Paraplanner responsibilities include: -

  • Analysing client data and undertaking research
  • Preparing cash flow forecasts and bespoke recommendation reports
  • Providing technical support to the advisory and administration teams
  • Maintaining client records
  • Ensuring advice and client files meet FCA requirements
  • Keeping up to date with all relevant product, legislative and technical changes.

Paraplanner requirements include: -

  • Hold Level 4 Diploma in Financial Planning (preferred) 
  • Desire to develop further and work towards Chartered status
  • Educated to GCSE level (or equivalent), with grades A-C in English and Math
  • Proficient IT skills with a knowledge of Microsoft Office programs, Intelligent Office (or similar)
  • A good eye for detail and the ability to gather information from a variety of sources
  • Good organisational skills and confidence to communicate at all levels
  • Reliable, professional, and positive attitude.

Your Benefits for a Paraplanner: -

  • Employer pension scheme
  • Travel to work loans
  • Cycle-to-work scheme
  • Client and employee referral bonuses
  • Give as you earn
  • Employee assistance program
  • Virtual GP
  • Second opinion medical service
  • Discounted shopping portal
  • Charitable Foundation in support of current and former employees

If you are an individual who is seeking to grow your career, this role could be right for you as our client’s growth will offer you the opportunity to expand and develop your career in a direction that interests you. They offer a supportive and flexible working environment, taking your career seriously to enable you to be the best you can be.

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

Recruitment Consultant: Joanne Howell

Ref: 9138