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Permanent

Paraplanner

Devon
money-bag 10000-500000 Annual
3085436791
Posted Yesterday

ParaplannerDevonOffice-based initially Hybrid potential after probationSalary: Competitive (depending on experience)A growing and well-established Independent Financial Planning firm in Devon is looking to appoint an experienced Paraplanner to support its expanding team of advisers.You will be working directly with advisers to support the delivery of high-quality financial advice to clients.The RoleAs Paraplanner, you will provide technical and research support to the advisers and assist in the preparation of client recommendations.Typical duties will include:Conducting product and provider researchPreparing suitability reports and recommendationsSupporting advisers with technical queries and case preparationPreparing client documentation and meeting packsAssisting with client reviews and ongoing advice workLiaising with providers and internal staff to progress casesAbout YouThe firm is ideally looking for an experienced Paraplanner, although they would also consider a highly experienced Financial Services Administrator looking to step up into a paraplanning role.You will likely have:Previous experience working within an IFA / Financial Planning firmStrong understanding of financial planning products and advice processesHolding the level 4 Diploma in Financial PlanningStrong attention to detail and organisational skillsThe ability to work closely with advisers in a fast-paced environmentWhy Apply?Opportunity to join a growing financial planning firmNewly created role where yo

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