IFA Paraplanner (Technical) — Exeter, Report Writer

The Coast Partnership Ltd; Devon and Torbay; On-site; GBP 45,000 - 55,000; Full time

Job summary

The Coast Partnership Ltd in Exeter is seeking an experienced Paraplanner to join the established financial planning team, providing technical and report-writing support to advisers to ensure clear and well-researched advice. The ideal candidate has Paraplanning experience in an IFA, strong technical knowledge, and experience preparing suitability reports; Chartered status is desirable.

Excellent attention to detail and the ability to meet deadlines are essential.

Qualifications

• Previous Paraplanner experience within an IFA firm is essential.
• Strong technical knowledge across financial planning.
• Experience preparing suitability reports and supporting advisers.
• Excellent attention to detail and a methodical approach.
• Good communication and organisational skills.
• The ability to manage your own workload and meet deadlines.

Skills

Paraplanner experience

IFA environment

Report writing

Attention to detail

Communication

Deadline management

Education

Chartered Paraplanner status desirable

Job description

The Coast Partnership Ltd in Exeter is seeking an experienced Paraplanner to join the established financial planning team, providing technical and report-writing support to advisers to ensure clear and well-researched advice. The ideal candidate has Paraplanning experience in an IFA, strong technical knowledge, and experience preparing suitability reports; Chartered status is desirable.

Excellent attention to detail and the ability to meet deadlines are essential.