Connecting...

Back to results list

Technical Paraplanner

Location: EXETER, DEVON Salary: 25000 - 35000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 5 days ago Reference: 3088347
We have an exciting new opportunity for a Senior Technical Assistant (Paraplanner) to work in Exeter.

Salary is competitive and this role would suit a candidate seeking a position in a boutique wealth management business working as part of a small, friendly team.

The firm prides itself on giving clients a unique experience and are committing to providing a complete bespoke wealth management service built on a long-term relationship. This includes professional independent and trusted investment, pension and tax saving advice tailored to a client’s individual circumstances.

The responsibilities of the role will include:
• Lead, support and develop the administration and technical team.
• Organise and co-ordinate administration and paraplanner workload to ensure timely completion of work and deadlines are met.
• Writing reports and technical analysis for clients in accordance with the firm’s FCA compliance regime.
• Communication with clients by telephone, letter, email and face-to-face.
• Ensure the office CRM system (Intelligent Office) is kept compliant and up-to-date.
• Create and maintain a pleasant work environment, ensuring high levels of organisational effectiveness, communication and client satisfaction.
• Keep directors updated on operational issues.

Hold as a minimum the Diploma in Financial Planning or equivalent (RO1-RO6).
• Ideally 5 years + relevant experience.
• Ethical, honest and compliant.
• Confident, organised and self-starter with excellent time management.
• Passionate to treat clients like member of family.
• Ability to lead a team as well as develop less experienced members of staff.
• Excellent interpersonal skills both with clients and staff.
• Attention to detail to ensure accuracy in all aspects of the office.
• Strong IT office skills including Outlook, Word and Excel.
• Strong letter writing skills including grammar and spelling.
• Strong numeracy skills and analytical capability with commercial experience and judgement.
• Willing to ask questions if unsure.
• Provide a point of contact for clients and providers as appropriate.
• Ambitious to support the development and success of the firm.

Similar jobs