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Location: NEWTON ABBOT, DEVON Salary: 26000 - 32000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 11 months ago Reference: 3095755
I have a brand new opportunity for a Paraplanning/ Compliance candidate to join the Wealth Planning arm of a Chartered Accountants.

Offering independent financial advice to assist both private and business clients, this is a varied and interesting position, joining a qualified and knowledgeable team, focusing on making a positive difference to the lives of their clients.

You will be tasked with assisting two Financial Planners, working in small, tight knit friendly team in a technical Paraplanning capacity. An opportunity to assist with the Compliance function is also available for an individual who is looking to branch out with within the industry or who is looking for their next challenge!

Main Purpose of Job:

To support the Directors/IFAs building & developing effective and profitable working relationships with clients. Always providing excellent customer service and keeping the client informed at each step of the advice process.

Level 4 Diploma is desirable yet not essential.

Solid experience in a technical support role is desired as well as the want to work for a small team where you will make a difference.

Whole of market product knowledge and excellent written & verbal communication

You will offer first class support to the Advisors of the firm and in return you will receive a fantastic benefits package working for a forward thinking and progressive firm.

Please contact me today on 0117 930 4820 and email an up to date CV to

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