Paraplanner Job in Exeter

Paraplanner Job in Exeter. Apply for the latest Exeter jobs in Accounting/Financial/Insurance.

Paraplanner Job in Exeter

Job Description
Job Title: Paraplanner
Location: Exeter
Hours of work: 36.5 hours, 5 days per week (Flexible hours working is available)
Salary: £30,(Apply online only) – £40,(Apply online only)

Key Responsibilities:

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.
Assist Financial Planners with preparation for client meetings.
Act as a point of contact for client related matters.
Maintain compliant records.
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.
Experience, attributes & skills:

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.
We will consider part-qualified, working towards Level 4 Diploma (if accompanied by evidence of recent study and relevant experience).
Paraplanning experience, especially within an IFA accountancy-based firm, would be an advantage.
The candidate must be a self-starter with a strong work ethic, able to organise themselves without close supervision, able to work with the team, able to prioritise tasks and handle large amounts of data and paperwork efficiently.
The candidate should have a high level of analytical ability, a keen eye for detail and a thorough approach.
The candidate must also have an ability to handle pressure and meet tight deadlines whilst also being personable and a team player.
Benefits:

5 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.
Introducing clients and staff commission schemes.
Employee 4%, Employer 3% rising to 4% (but matched up to 6%) after 4 years' service
To Apply please follow the application process for the site this job is advertised on or email your CV to (url removed). By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website.

Hawk 3 Talent are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future

Hawk 3 Talent are operating as an employment agency on behalf of its client

Job Type: Permanent, Full Time
Location: Exeter
Category: Accounting/Financial/Insurance
City: Exeter
County: Devon
Country: United Kingdom
Salary: £30000 – £40000/annum
Benefits: