Paraplanner

Job Title: Paraplanner

Location: Exeter

Salary: £40k-£45k

Reference Number: 8802

Recruit UK are working on an exciting new opportunity for a Paraplanner in Exeter to join a leading independent accountancy firm. This award-winning company are ever-growing and offer great progression opportunities.

The responsibility of the role is to support the team of Financial Planners both in terms of New Business and delivering a high level of on-going client service. The company offers hybrid and flexible working with a generous holiday allowance.

Are you an experienced paraplanner looking for a new challenge?

Do you want to work for a company with a supportive environment who are heavily focused on employee welfare?

If this sounds like you, get in touch!

Key duties include but are not limited to the following:

• Supporting the Financial Planning team to meet business targets
• Research clients’ financial arrangements
• Construct financial planning strategies
• Research financial product marketplace and produce suitability reports
• Assist with preparation for client meetings
• Maintain compliant records and track the process of new business
• General administrative duties
• Maintain and update back-office systems

What’s in it for you:

• Hybrid and flexible working
• Competitive salary
• 25 days holiday + bank holidays
• Death in service
• Buy and sell holiday
• Access to Westfield Rewards and Health scheme
• Pension Contribution
• Excellent training and development

Skills and experience required:

• Minimum 3 years previous IFA experience essential & minimum of Level 4 Diploma in Financial Services / near completion
• Paraplanning experience essential, experience in an accountancy firm advantageous
• Strong work ethic, able to work with the team and work against deadlines
• Knowledge of relevant FCA compliance procedures and back-office systems