Paraplanner

Cathedral Appointments Ltd; Newton Abbot; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in Financial Services is on the lookout for a dedicated Paraplanner to enhance their team in Newton Abbot. This role is pivotal in ensuring that client needs are met through thorough data analysis and effective communication with advisers. You will be responsible for supporting the advisory team by providing essential records and loading cases onto relevant platforms. With a focus on professional development, this opportunity is perfect for those looking to advance their qualifications while contributing to a dynamic team environment. Join a forward-thinking firm that values your expertise and commitment to excellence.

Benefits

25 days annual leave + bank holidays

Pension Scheme with 3% employer contribution

SSP

DIS x 2 salary

Qualifications

• Level 4 Diploma in Financial Services required, ideally working towards Level 6.
• Must demonstrate practical awareness of retail financial products.

Responsibilities

• Receive instructions from advisers after client meetings.
• Analyse data and use research tools to meet client needs.

Skills

Practical awareness of retail financial products

Effective communication

Competent use of IT

Education

Level 4 Diploma in Financial Services

Working towards Level 6

Job description

Up to £45k DOE | Hybrid | Newton Abbot

Our client a prestigious and forward-thinking Financial Services firm are seeking a Paraplanner to join their team based in Newton Abbot.

This role offer Hybrid working with 3 days in the Newton Abbot office and two days working from home.

Paraplanner responsibilities include:

• Receiving instructions during debriefings from advisers following client meetings
• Analysing data and using research tools to provide solutions to meet client needs and objectives
• Providing records to support research undertaken
• Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way

Paraplanner skills and qualifications:

• Level 4 Diploma in Financial Services and ideally working towards Level 6
• Demonstrate practical awareness and up-to-date knowledge of retail financial products
• Deliver effective and positive communication
• Demonstrate competent use of IT

Paraplanner benefits include:

• 25 days annual leave + bank holidays
• Pension Scheme 3% employer contribution
• SSP
• DIS x 2 salary

Ref: 10648

Recruitment Consultant: Jo Howell