Competitive Salary | Flexible Hybrid Working | Great company benefits
Our client, the largest independent accountancy practice is seeking to recruit a Paraplanner to join their Financial Management team within their 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 ongoing client service.
This role offers the following locations – Exeter, Plymouth and/or Weston-Super-Mare
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
- Process new business and track completion
- Maintain and update back-office systems and platforms, maintaining compliant records
- 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 - We will consider part-qualified, working towards a Level 4 Diploma
- Previous Paraplanning experience
- Familiarity with back-office software (experience with Intelligent Office (IO) would be an advantage)
- Research and analysis skills
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 Program 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 can handle pressure and meet tight deadlines whilst also being personable and a team player, then this could be the perfect role for you.
Recruitment Consultant: Joanne Howell
Ref: 10274