vacancy

Paraplanner (368)

Ref: 368
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Ref: 8033

Summary:

Our client is looking to recruit an experienced Paraplanner to join a forward-thinking, dynamic Financial Planning team. Based in a beautiful Exeter location, the role will include duties such as analysing client data and preparing recommendation reports. The successful candidate will possess at least a Level 4 Diploma in Financial Planning and will have a desire to develop and progress their knowledge further.

There is the flexibility within this role to work from home 2/3 days a week.

Responsibilities:

  • Analysing client data and preparing cash flow forecasts.
  • Creating recommendation reports.
  • Providing technical support to specified teams.
  • Inputting data which will help to maintain client records.
  • Making sure that client files are compliant with FCA requirements.
  • Overseeing individual workflow and task delivery.
  • Keeping updated with all product, legislative and technical changes.

Person Specification:

  • Holds at least a Level 4 Diploma in Financial Planning with a desire to work towards Chartered status.
  • Prior experience producing recommendation reports.
  • Educated to GCSE level (or equivalent) with grades A-C including English and Maths.
  • An individual with sound technical knowledge which branches a wide range of financial products.
  • Somebody who is proficient in the use of IT, with particular emphasis upon MS Office and associated programmes.
  • Someone with a sound knowledge of Intelligent Office and cash flow planning software.
  • An individual with an excellent eye for detail and an ability to gather information across several different sources.
  • Somebody who is organised, uses their initiative and takes great pride in their work.
  • A good team player who can also thrive independently.

Package:

This role offers a competitive salary, a flexible working environment, a contributory Pension, 25 days holiday + bank holidays and a Life Assurance scheme.

Recruitment Consultant: Joanne Howell.

Closing Date: All suitable candidates will be submitted as soon as received; our client reserves the right to appoint before the closing date.  Please note that due to the volume of applications, if you haven’t received a response within 5 days of applying, then unfortunately on this occasion you won’t have been successful. 

Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we will hold your details on our database and may be contacted for other suitable vacancies. If you do not want us to do this, please let Cathedral Appointments know.