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Paraplanner

Location: PLYMOUTH, DEVON Salary: Salary Negotiable
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 6 months ago Reference: 3156226
Are you an experienced Paraplanner?

Come and join an expanding Financial Services team based in either Exeter or Plymouth.

With previous Paraplanning experience within an IFA, tied agent or life assurance environment, you will be part of a small sales support and financial planning admin team based in either Exeter or Plymouth who provide paraplanning and sales support to consultants.

We are shortlisting for interviews so do not delay in applying!



Your varied day will include:
• Creating suitability letters and technical reports for consultants, from a brief and/or client file information
• Conducting research on the suitability of products and funds
• Reviewing and commenting on the suitability of existing pension, investment and protection arrangements including SSAS/EPPHandling client correspondence of a technical nature on behalf of consultants (which may include provision of specific information to clients)
• Ensuring that consultants are kept up to date/notified on any difficulties or non-standard matters as appropriate
• Working closely with the sales support team to ensure timely and accurate implementation of business written
• Acting as the technical interface between consultant, sales support team and client
• Assisting the sales support team with day to day administration tasks


You will have:

• Previous paraplanning experience gained from within a financial services environment
• A Diploma in Financial Planning or be studying towards the qualification (or equivalent)
• A good working knowledge of Intelligent Office would be highly advantageous as would experience of major platform provider e-commerce sites and research tools such as Financial Express and Exchange
• A methodical, systematic and very organised approach, able to co-ordinate and prioritise workload to meet deadlines

In return you will receive :

• Competitive salary with annual review and access to our Benefits Choice Platform
• 25 days holiday plus bank holidays dependent on grade
• 36.25 hours per week – part time considered
• Life Assurance (3 x Salary)
• Personal Pension - Employer 3%, Employee min 2% (subject to auto enrolment rules)
• Critical Illness Scheme











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