Paraplanner

Job Description

Job Title: Paraplanner

Location: Newton Abbot

Salary:

The company:

The opportunity to join an established Independent Financial Advice firm based in Newton Abbot with a client focused approach to Financial Planning.

They focus on providing advice to both businesses and individuals from pension planning protection Inheritance and estate planning and investments and savings.

My client is looking for a Paraplanner to join their friendly team and to be able to provide seamless support to their financial planners.

This role offers flexible working with the ability to work from home on a hybrid basis.

Responsibilities:

• Processing information post meeting
• Writing and producing suitability reports
• Performing product and fund research
• Ensuring all tasks and client files are kept compliant
• Updating back office systems
• Analyse data and use research tools for client solutions

Requirements:

• Level 4 Diploma qualified or close to completion (Chartered Desirable)
• Previous experience working in a similar Paraplanning Role
• Analytical with good problem solving skills
• Previous experience using CRM systems and back office tools

If you are interested in hearing more about this position please get in touch with /at Capio.