Paraplanner

Recruiter
Cathedral Appointments Ltd
Location
Exeter
Posted
04 Jan 2019
Closes
31 Jan 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Overview:

Paraplanner for our well-established accountancy practice with a fantastic reputation across the South West. The role of Paraplanner will join an established Exeter based team. Your role will be to support the Financial Planners both with new business and with maintaining the delivery of on-going client service. You will need to have a Level 4 CII Diploma in Financial Planning to be considered, but a CII Advanced Diploma in Financial Planning or being a Chartered Financial Planner would be desirable. Experience of Paraplanning gained from a similar professional services firm would be a distinct advantage.

Responsibilities

* Aiding the financial planning team in meeting the targets of the business

* Researching client financial arrangements and analysing client data

* Creating financial planning strategies and generating financial planning reports

* Assisting the financial planners in the preparation for client meetings

* Working effectively within the team to deliver the best level of client service

* Performing general ad hoc duties as required

* Ensuring that back office systems and platforms are maintained and updated

Requirements:

* Level 4 CII Diploma in Financial Planning is essential

* Advanced Diploma in Financial Planning or Chartered Financial Planner is desirable

* Any paraplanning experience or experience within an accountancy firm is desirable

* Strong analytical ability with a thorough approach and an eye for detail

* Up to date knowledge of FCA compliance procedures

* Excellent telephone manner and communication skills

* Keyboard and IT skills (Microsoft Office)

Summary

The role of Paraplanner pays a competitive salary depending on experience and would be a fantastic opportunity to join a market leader in the South West. Applications are welcomed from candidates of all levels from newly qualified to Chartered Paraplanners.

Key words: Paraplanner, Financial Advisors, Financial Services, Paraplanner jobs, Exeter Jobs, Devon jobs, jobs in Exeter, jobs in Devon, Financial Services jobs.

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 may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us

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