Paraplanner

6 days ago


Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

Up to £45k DOE


Our client a prestigious and forward-thinking Financial Services firm are seeking a Paraplanner to join their team based in Newton Abbott (Devon) and Wellington (Somerset).


Paraplanner responsibilities include:

  • Receiving instructions during debriefings from advisers following client meetings
  • Analysing data and using research tools to provide solutions to meet client needs and objectives
  • Providing records to support research undertaken
  • Load cases onto relevant platforms in a suitable manner and fully debrief the administrator and consultant along the way


Paraplanner skills and qualifications:

  • Level 4 Diploma in Financial Services and ideally working towards Level 6
  • Demonstrate practical awareness and up-to-date knowledge of retail financial products
  • Deliver effective and positive communication
  • Demonstrate competent use of IT


Paraplanner benefits include:

  • Up to £45k DOE
  • 25 days annual leave + bank holidays
  • Pension Scheme 3% employer contribution
  • SSP
  • DIS x 2 salary


Recruitment Consultant: Clodagh Murphy


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