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Recruit UK
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Exeter, Devon
Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
Job Title: Paraplanner Industry: Financial Services Location: Exeter Salary: £28,000 - £35,000 Reference Number: 14503 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Exeter to join a Chartered Financial Planning Firm. This company has an opening for a paraplanner to expand their back office team in Exeter. They have an excellent salary on offer and a generous holiday allowance. If you’re looking for a supportive, thriving environment this is the paraplanner role for you The responsibility of the role is to support the Financial advisers and clients with a high level of ongoing service. Key duties include but are not limited to the following: - Supporting the team to meet business targets - Complete financial planning reports - Prepare meeting paperwork and documents - Research clients’ financial arrangements, analyse investment and client data - Construct financial planning strategies and research financial product marketplace - Team work is vital to this role this will ensure a high level of service from the advisers and back office team - You will maintain and update back office systems - You will perform additional general office administration tasks as required and provide holiday cover for team members What’s in it for you: - Competitive salary up to £35,000 (negotiable dependent on candidate) - 25 days holiday bank holidays - Hours: 8.45am - 5pm, Monday - Friday with one hour lunch. - Pension Contribution - Excellent training and development - Additional benefits and rewards packages Skills and experience required: - Minimum of Level 4 Diploma in Financial Services / near completion - Paraplanning experience (min 2-3 years desirable) - You will be self-motivated and able to structure your day without continued close supervision - You must have an ability to handle pressure and meet tight deadlines whilst being personable and a team player - Research and analysis skills - You will be competent at producing high quality reports detailing reasoned recommendations. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in Exeter on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.