Paraplanner
Job Title: Paraplanner Industry: Financial Services Location: Exeter Salary: Up to £45,000 + 10% Pension Contribution Reference Number: 10214Job Description:Recruit UK are working on an excellent opportunity for a Paraplanner to join a highly respected and award-winning Financial Planning firm. You will work closely with Financial Advisers and support staff to provide a high-quality service to clients. The role is hybrid with 2 days in the office, you will predominantly support Advisers based in the Exeter office.Your duties as a Paraplanner will include, but not be limited to:Fact finding and report writingClient service and review support - acting as a technical point of contactPreparing recommendations, including documents, application forms, and suitability reportsCollaborating with the wider team to deliver exceptional client serviceMaintaining accurate client records and ensuring compliance with FCA regulationsCollating and pre-populating new business and servicing forms/application packsProducing and issuing client fee invoicesWhat''s in it for you:Salary up to £45,000, depending on experience10% pension contributionProfit share23 days holiday12 wellbeing days (typically one per month)Private medical insuranceLife assuranceFlexible start and finish timesHybrid working 2 days in the office (3 days initially for training) Skills and experience required:Experienced ParaplannerDiploma qualified Strong written and verbal communication skillsDriven, proactive, and committed
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!