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Alliance Pictor Limited
,
Exeter, Devon
Admin - Paraplanner
Overview
Job Description
Our client was founded in 2001 and has been advising both UK and expatriate clients since then. Their approach is that every client is unique and therefore they don't have a "one size fits all" approach to financial planning, the advice is tailored to each client's individual needs and objectives. They are now seeking an experienced IFA Administrator/Paraplanner on either a part or full-time basis for their Exeter office. Not necessarily Level 4 qualified but experienced enough to perform Paraplanning basics and Administration support for 3 advisers. Main services cover independent and impartial advice on pensions, investments, protection, and estate planning. With vast experience in advising expatriate clients and those with international exposure, they are knowledgeable in dealing with both UK and offshore products as well as the complexities that come with cross border financial planning. You will have experience of working in a Financial Services business preferably and IFA firm. With paraplanning and administration experience. You will be able to interact with clients and advisers and hit the ground running. Using Intelligent Office and Dynamic Planner software packages amongst others. This is very much a hybrid Administration with Paraplanning role and might suit an ex-adviser or paraplanner who is happy to do admin - office Management work as well. You will be based close to Junction 29 at Exeter Business park in modern offices with plenty of parking. The package is fully negotiable with a salary of c £25,000 DOE and prorated depending on the hours agreed.