Paraplanner - Exeter

Paraplanner - Exeter, South West England

Ref: 72Monday 21 June 2021

£30,000 - £35,000

A full service practice with a number of regional offices across the South West is looking for a Paraplanner to join their Financial Management team.  The position will be normally based at their Exeter office; however, it is likely that for the first few months the role will need to be carried out remotely.

They have a modern can do culture, fostered around employee engagement and have in place flexible working as well as a number of excellent benefits.

36.25 hours / 5 days per week (Flexible hours working is available including a combination of working from home and in the office)

25 days annual leave plus bank holidays, Death in service 3 x annual salary, Access to Rewards and Health scheme, Buy and sell holiday and Pension 3% rising to 4% after 4 years’ service

Main Duties

Support the Financial Planning team to meet business targets.

Research clients’ financial arrangements, analyse investment and client data.

Construct financial planning strategies and research financial product marketplace.

Produce financial planning reports.

Assist Financial Planners with preparation for client meetings.

Act as a point of contact for client related matters.

Maintain and update back office systems and platforms.

To be considered:

Previous IFA experience essential.

Level 4 CII Diploma in Financial Planning. (We will consider part-qualified, working towards Level 4 Diploma (if accompanied by evidence of recent study and relevant experience).

Strong IT /MS Office skills, particularly Word, Excel and Outlook.

Familiarity with back office software (experience of Intelligent Office (IO) would be an advantage). Knowledge of relevant FCA compliance procedures.

Able to produce high quality reports and letters detailing reasoned recommendations