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Paraplanner

  • Salary: £35000.00 - £40000.00 per annum
  • Location: Kingsbridge, Devon
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    20 Jul 2021
  • Job reference: 35899

A fantastic opportunity has become available for a Paraplanner to join one of our clients, a traditional IFA in their Kingsbridge office. This role will see you working directly with the Partners and support staff and working with their technical cases.

Ideally you will hold your level 4 diploma however this is not essential providing you have a wealth of experience as a Paraplanner! They will also consider those who need to work flexible hours or part time hours!

This is a community based financial planning firm, cultural fit is very important so will be looking for someone who can work as part of a team.

Your Duties will include but will not be limited to:

  • Offering constructive input into technical discussions
  • Participation in adding value through direct discussion on complex financial planning cases with the Partner
  • Offering clear and considered decisions on cases to the client, firm and the firm's IFAs
  • Dealing with day-to-day advice and higher-level regulatory queries from your peers, undertaking research, where necessary, in order to provide informed responses
  • Leading from the front and being the 'go to person' for technical enquiries
  • Completing regulatory industry update summaries where required

For you to be a successful candidate:

  • Be Part/Diploma qualified
  • Have a wealth of experience as a Paraplanner
  • Financial Planners looking to take a step back into paraplanning will be considered for this role

This is a fantastic opportunity for a Paraplanner to work in Kingsbridge. If you would like further information please apply and we will be in touch.

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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