Recruit UK
Exeter, Devon
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

We are seeking a successful paraplanner who is keen to work within a highly motivated team. The chartered financial and accountancy firm has enjoyed many successful years and are growing!

The role demands high performance and efficiency. The daily duties of the role include supporting financial planners and client services with the development of new clients and the ongoing management of existing clients. They need to find someone that can assist with Technical research and report writing, the management of client review and maturities and the preparation of literature prior to client meetings.

To be considered for the role:

You will need to be actively working towards the diploma in financial advice, have experience of working for at least 1 year, in a like for like role, but with the ambition to complete the diploma and continue studying to reach chartered status.

You will also need to have sound knowledge of Investment and pension products, Protection, trusts and wills and personal taxation.

If you are familiar with 1st Adviser Software then you will be at an advantage. But it is necessary that you are a competent computer user with excellent Microsoft Office user skills.

Due to the location of the office, you will need to hold a clean driving license!

The benefits of working for this company

Our client really believes in the development of the team and so professional studies are fully supported. Not only that, but your professional development is fully rewarded and encouraged with opportunities for career development, making use of the knowledge and skills that you gain.


Our client is offering a competitive salary of £25,000 - £30,000 which will reflect on the skills and experience that you can take with you. As and when you pass exams that are relevant to the diploma, you will receive an increase in salary.