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:
* Support the Financial Planning team to meet business targets.
* Research clients' financial arrangements, analyse investment and client data.
* Construct financial planning strategies and research financial product marketplace.
* Produce financial planning reports and letters.
* Assist Financial Planners with preparation for client meetings.
* Act as a point of contact for client-related administrative matters.
* Maintain compliant records.
* Process new business and track completion.
* Communicate with clients and providers as appropriate.
* Work as part of the team to deliver the highest level of client service.
* Perform general office administration tasks as required and provide holiday cover for team members.
* Maintain and update back office systems and platforms.
* Help organise events and seminars.
* Perform other ad-hoc tasks in the office as required.
Required Skills & Qualifications:
* A minimum of 3 years previous IFA experience essential.
* Level 4 CII Diploma in Financial Planning.
* CII Advanced Diploma in Financial Planning or Chartered Financial Planner is desirable.
* Experience in paraplanning, especially within an IFA accountancy-based firm, would be an advantage.
* Strong work ethic, ability to organise without close supervision, and work collaboratively with a team.
* High level of analytical ability, keen eye for detail, and thorough approach.
* Excellent communication skills, both verbal and written.
* Strong IT/MS Office skills, particularly Word, Excel, and Outlook.
* Familiarity with back office software (experience of Intelligent Office (IO) would be an advantage).
* Knowledge of relevant FCA compliance procedures.
* Ability to handle pressure and meet tight deadlines.
Benefits:
* Flexible working hours.
* 25 days annual leave plus bank holidays.
* Death in service 3 x annual salary.
* Access to Westfield Rewards and Health scheme.
* 24-hour external Employee Assistance Programme helpline.
* Buy and sell holiday option.
* Introducing clients and staff commission schemes.
* Pension contributions: Employee 4%, Employer 3% rising to 4% (but matched up to 6%) after 4 years' service.
To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
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