UA-185291695-1 Paraplanner, Jobs, 44


Paraplanner - Exeter, South West England

Ref: 44Tuesday 7 September 2021

£25,000 - £33,000

A Financial Advisory firm in Exeter is looking to hire someone with Suitability report writing experience. You will be employed as a Paraplanner and be supported with your CII studies.

You will be working directly with the Principal Advisor and get great exposure to several technical investment and pension reports.


You will be involved in:


Analysing client data and preparing cash flow forecasts

Preparing bespoke recommendation reports

Providing technical support to the Advisory and Administration teams

Helping to maintain client records by inputting data into the back office system

Ensuring advice and client files meet FCA requirements

Managing individual workflow and task delivery

Keeping up to date with all relevant product, legislative and technical changes  


To be considered:


Experience working with Investments and Pensions

Completed an RO exam