Paraplanner - Hybrid/flexible Working

3 weeks ago

Teignbridge Devon, United Kingdom Office Angels Full time

Hours: Full-time, 37.5 hours, Monday-Friday, core hours 08.15 hybrid working and flexibility fully available

Benefits: 25 days holiday not including Bank Holidays, Company Pension Scheme, Opportunities for progression, Friendly and supportive working environment, good transport links, Free parking

With expanding branches in the heart of the South West they have been providing financial planning and support to businesses and families for over 80 years The work place and culture here are guided by compassion, understanding, integrity and a family first philosophy.

The Role: To join their expanding team as a paraplanner to help the company provide a fully comprehensive service across all aspects of business planning and strategy, as well as day to day financial management. To tailor financial solutions and support packages to suit the needs of each unique client.

Interpreting data obtained by advisers during client meetings
Analysing data and using research tools to provide solutions to meet client needs and objectives
Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
Ensure that significant risk issues are referred to the Head of Compliance where appropriate
Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations
A positive and proactive approach to work and a desire to help and support the wider team
If you are interested and would like to apply, either send your CV to , apply online or call Tania on (phone number removed).

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

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