• Location:

    Devon, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    John Keane2

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Start date:

    24/01/2020 14:32:40

Paraplanner based in Devon for a well established Wealth Management company , competitive basic salary with good benefits

Paraplanning Duties

* Support the Financial Planning team to meet business targets
* Research clients' financial arrangements, analyse investment and client data
* Construct financial planning strategies and research financial product marketplace
* Produce financial planning reports
* Assist Financial Planners with preparation for client meetings
* Maintain compliant records
* Work as part of the team to deliver the highest level of client service
* Perform general office administration tasks as required and provide holiday cover for team members
* Maintain and update back office systems and platforms

Qualifications and Experience

* Level 4 CII Diploma in Financial Planning

* CII Advanced Diploma in Financial Planning
* Chartered Financial Planner

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