Position title: Paraplanner Industry: Financial Services Location: Exeter, Devon Salary: £30,000 - £45,000 Reference Number: 13619 Job overview: Recruit UK are working on an excellent opportunity for a Paraplanner in Exeter to join a Financial Planning Company. This company offers high-quality advice to personal and corporate clients across the South West, due to their continues growth they are now seeking a Paraplanner to join their back office team. You will be required to assist highly qualified Financial Advisers and other staff members with Paraplanning duties, these include but are not limited to the following, • Fact finding and report writing • Client Service / Review: you will be the contact for clients with any technical queries • Prepare recommendations: you will complete and send documents, application forms and suitability reports • Team working: you will be required to work alongside the office team in order to provide the best service to the clients • Compliance: you will maintain client records and update them in order to keep an effective audit trail, ensure company procedures are adhered to and ensure the company remains compliant to FCA regulations • You will collate and pre-populate New Business, Servicing forms and application packs • You will be required to produce and issue client fee invoices What’s in it for you: • Salary £30,000 - £45,000 negotiable dependent on background • Benefits include great pension contribution, death in service, income protection • Work hours Monday - Friday 9-5pm Skills and background required: • Background within a similar role within Financial Services • Effective communication abilities; written and verbal • Excellent administration, prioritisation and time management • Accuracy in the workplace, follow processes • Adapt to change, enthusiasm to grow, contribute and develop with the business • Microsoft office skills Financial Services background and requirements desirable but not essential as full training and development will be supported / given. About Recruit UK: As specialists in financial services recruitment, we bring unique ability, 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 Financial Planning Company 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.
Accounting & Finance
April 14 on Adzuna