Paraplanner
* Location: Exeter/ Weston-Super-Mare or Plymouth
* Job Type: Full-time
* Salary: Competitive
We are seeking a Paraplanner to join our Financial Management team. This role involves supporting our Financial Planners with new business and delivering a high level of ongoing client service. The position is based in eithe rof the above offices, with hybrid and flexible working options available.
Day-to-day of the role:
1. Support the Financial Planning team to meet business targets.
2. Research clients’ financial arrangements, analyse investment and client data.
3. Construct financial planning strategies and research financial product marketplace.
4. Produce financial planning reports and letters.
5. Assist Financial Planners with preparation for client meetings.
6. Act as a point of contact for client-related administrative matters.
7. Maintain compliant records.
8. Process new business and track completion.
9. Communicate with clients and providers as appropriate.
10. Work as part of the team to deliver the highest level of client service.
11. Perform general office administration tasks as required and provide holiday cover for team members.
12. Maintain and update back office systems and platforms.
13. Help organise events and seminars.
14. Perform other ad-hoc tasks in the office as required.