We have partnered with a brilliant client in Exeter who is looking to onboard a Senior Paraplanner to their firm, you'll be joining a fantastic business who deliver bespoke financial planning services dealing with pensions, investments and tax.
As the Senior Paraplanner you will oversee and manage the journey of the client. You'll be the first point of contact and you will also undertake business, engaging with relevant staff and produce relevant and accurate documentation at each stage of the process.
The responsibilities of the role will include:
" Support the administration and technical team.
" Help organise and co-ordinate administration and technical team workload to ensure timely completion of work and deadlines are met.
" Writing reports and technical analysis for clients in accordance with the firm's FCA compliance regime.
" Keep up to date with financial products and legislation and meet the FCA regulatory aspects of the role.
" Communication with clients by telephone, letter, email and face-to-face.
" Ensure the office CRM system (Intelligent Office) is kept compliant and up to date.
" Create and maintain a pleasant work environment, ensuring high levels of organisational effectiveness, communication and client satisfaction.
" Keep directors updated on operational issues.
As a candidate you will need:
" Hold as a minimum the Diploma in Financial Planning or equivalent (RO1-RO6).
" Minimum of 5 years relevant experience.
" Ethical, honest and compliant.
" Confident, organised and self-starter with excellent time management.
" Excellent interpersonal skills both with clients and staff.
" Attention to detail to ensure accuracy in all aspects of the office.
" Strong IT office skills including Outlook, Word and Excel.
" Strong letter writing skills including grammar and spelling.
" Strong numeracy skills and analytical capability with commercial experience and judgement.
" Provide a point of contact for clients and providers as appropriate.
" Ambitious to support the development and success of the firm.
If you match the above experience and are looking for a new role with a fantastic firm who offer a very competitve salary and a beautiful place of work. Please get in touch with our Finance Specialist Ben Worsley for more information.