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  • Ref: JH1618

Paraplanner – Experienced Paraplanner required to join our successful client based in their Taunton office.  Reporting into the Paraplanning Supervisor, the purpose of this Paraplanner position will be to complete a range of non-client facing tasks involved in preparing and administering a Financial Plan and/or Report for Clients.

Paraplanner responsibilities include...

Core duties and responsibilities as Paraplanner will include: -

  • To prepare and maintain client files, collating quantitative detailed information to compile the financial reports.
  • Review current investment portfolios, checking all paperwork is in place to meet the FCA’s rules and requirements.
  • Undertake research to identify suitable solutions to meet the client’s needs and objectives.
  • Prepare information for analysis by the adviser.
  • Compile suitability reports in accordance with the agreed recommendations.
  • Liaise with various external parties including legal and tax adviser as and when required.

Paraplanner requirements include...

The successful candidate will offer the following skills and experience: -

  • Detailed knowledge of the FCA’s rules and requirements.
  • Broad knowledge of the financial services sector
  • Ideally have achieved the Diploma in Regulated Financial Planning, or currently studying.
  • Excellent interpersonal skills, both written and verbal.
  • High level of accuracy and attention to detail.

This a fantastic Paraplanner opportunity within a well-established organisation.  The offices are just off the M5 so easy commute for candidates in Devon and Somerset.  The successful candidate will receive a competitive benefits package, including flexi time.  Please send your CV, along with details of your current situation asap. 

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