Paraplanner - Financial Planning and Strategy

4 weeks ago


Newton Abbot, Devon, United Kingdom Office Angels Full time

Job Summary:

We are seeking a skilled Paraplanner to join our expanding team at Office Angels. As a Paraplanner, you will play a crucial role in providing a fully comprehensive service across all aspects of business planning and strategy, as well as day-to-day financial management.

Key Responsibilities:

  • 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
  • Ensuring that significant risk issues are referred to the Head of Compliance where appropriate

Requirements:

  • 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

What We Offer:

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, we have been providing financial planning and support to businesses and families for over 80 years. The workplace and culture here are guided by compassion, understanding, integrity, and a family-first philosophy.



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