Financial Paraplanner

3 days ago

Exeter Devon, United Kingdom Capio Recruitment Full time €35,000 - €45,000

Job Title: Client-Facing Paraplanner Location: Exeter, UK - Other office locations in surrounding areas.
Salary: £35,000 to £45,000 plus performance bonus & company benefits package

A growing Financial Planning business with a number of offices in the South West are looking to add a client-facing Paraplanner to the existing advice team.

The focus of the position will be helping to support the Senior Leadership with the provision of advice to their exiting client base. The position will offer an excellent opportunity to build on or develop the client interaction skills involved with financial planning as you attend all client review meetings, liaise directly with existing clients on existing advice cases and act as the main point of contact for your clients queries whilst also producing detailed suitability reports and robust financial plans to help the firm deliver first-class advice service to clients.

Produce high quality financial analysis and suitability letters.
Attend annual client review meetings.

Candidates will ideally hold the Level 4 Diploma in Regulated Financial Planning

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