Job Title: Paraplanner
Location: Newton Abbot | Type: Full-time | Seniority Level: Mid-Senior level | Industry: Finance and Administrative
Are you an experienced Paraplanner with a passion for financial services? We are seeking a dedicated professional to support our client's team of Financial Advisers. Join a successful, friendly, and high-performing team in this exciting opportunity.
Key Responsibilities:
* Collaborate closely with Financial Advisers to provide comprehensive support.
* Prepare detailed financial reports and recommendations.
* Conduct thorough research and analysis of financial products.
* Ensure compliance with industry regulations and standards.
Requirements:
* Proven experience in a similar Paraplanner role.
* Strong understanding of financial planning processes and products.
* Excellent analytical and communication skills.
* Relevant financial qualifications are a plus, such as Level 4 Diploma in Financial Services or working towards Level 6 Advanced Diploma.
Benefits:
If you are a positive and proactive Paraplanner eager to work with a dynamic team and deliver excellent service, this role is ideal. Our client is located on the Somerset/Devon border, making it highly accessible from Taunton, Wellington, Exeter, and surrounding areas.
Note on Sponsorship:
We are unable to offer sponsorship for work authorization. Candidates must have valid UK work authorization.
Recruitment Contact:
Jo Caine
Ref: 10805
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