Paraplanner

  • Job Reference: 395
  • Date Posted: 5 September 2019
  • Recruiter: CF30 Consulting Ltd
  • Location: Okehampton, Devon
  • Salary: £23,000 to £30,000
  • Sector: Administration, Paraplanning, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

We are currently recruiting for a Technical Administrator/Paraplanner for our client, a successful and privately owned IFA firm in West Devon. This is a full time role with working hours of 9 to 5, Monday to Friday. It involves providing administration support to their team of qualified financial consultants.

The role of the Technical Administrator/Paraplanner will be to liaise between the advisers and the admin team, including their in-house discretionary management firm. The advisers will pass regulated work to the paraplanner, who will then be responsible for ensuring the work passes through the processes smoothly. This will include liaising with the general admin team to follow up on client research and well as the investment team to ensure investments are made and investment reports are prepared. The role will also include preparing client suitability reports which will then be signed off by the advisers. There will be some client contact, when collecting information and booking appointments, but the primary client- facing role remains with the regulated advisers.

Key abilities we would be looking for would include:

·Experience in Regulated Advice

·Experience in financial services

·Knowledge of technical jargon

·Knowledge of Word andExcel

·Ability to use in-house database system, scanning,pdf.

·An attention to detail

·Methodical diary planning

Level four diploma in financial planning is preferable, but not essential.

There is the possibility to progress from this role into a client-facing regulated adviser role in due course.Please submit your details today and we will contact you to run through the finer details.