Paraplanner

Cathedral Appointments are currently seeking a Paraplanner to join our client’s leading financial planning business based in Taunton. Reporting to the company directors your role will be to provide dedicated support to the senior leadership team through researching products and funds and preparing reports and advisory papers thereafter. To be successful in this role you will need to be an experienced Paraplanner with good awareness of the relevant rules and regulations governing financial planning. Responsibilities: Providing dedicated support to the Directors and to the Consultants where appropriate Acting as a key interface between consultants and clients Keeping up to date with relevant rules and regulations and adhering to these Answering incoming calls, maintaining the company database and ensuring accurate input Requirements: Previous experience as a Paraplanner Part or fully qualified working toward Level 4 CII/CISI Excellent communication skills Good relationship building ability Fantastically organised with a high attention to detail This role will pay a competitive salary and represents a fantastic opportunity to join a leading business in a pivotal position. Study support will be provided towards CII level 4. 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. Keywords: employment agency, employment agency Exeter, employment agency Devon, job agency, job agency Exeter, job agency Devon, job agencies, job agencies Exeter, job agencies Devon, recruitment, recruitment agency, recruitment agencies, recruitment agencies Exeter, recruitment agencies Devon, recruitment consultancy, recruitment Exeter, recruitment Devon, jobs Exeter, jobs Devon, south west jobs, Cornwall jobs, Somerset, financial services, finance, finance jobs, finance somerset, paraplanner jobs, paraplanner somerset, paraplanner taunton.