Cathedral Appointments Ltd
Exeter, UK
15 Jul 2019
24 Jul 2019
Contract Type
Full Time
Our client is a well-established wealth management firm with a fantastic reputation for their work. They are now seeking a Paraplanner to join their talented team in Exeter. Your role will be to aid the wealth planners in creating and maintaining long-standing relationships with clients and with creating and implementing financial solutions and plans for them thereafter. To be successful in this role you will need to have previous paraplanning experience with a proven track record of developing new business.


* Aiding the wealth planners in the development and maintaining of new business

* Seeking new relationships with high net worth clients

* Identify opportunities to maximise income for the firm

* Assist in the carrying out of compliance functions

* Aiding in the creation and implementation of financial plans for clients

* Validation of valuations prepared by the wealth planning assistants

* Research and analysis of information provided for client solutions to ascertain viability


* Previous experience as a Paraplanner

* Experience assisting in the implementation of financial plans for clients

* A good track record of securing and developing new business

* Excellent analytical and problem-solving skills

* Experience handling compliance functions and ensuring regulations are met

* Great team work skills with the ability to also work well independently

* Excellent communication and relationship building ability

This role will pay a competitive salary and is an excellent opportunity for an already experienced Paraplanner to join a leading company in a role offering excellent development opportunities. If you feel you meet the requirements set out above, please apply now or call for an informal discussion.

Closing Date: Please note that we will accept applications up to the closing date, however all suitable candidates will be submitted as soon as received, and the client reserves the right to appoint before the closing date.

If you have the skills and experience stated, please apply NOW!

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

Similar jobs

Similar jobs