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Reed
Exeter
Reed Financial Services are representing a award-winning Chartered Financial Planners and Discretionary Fund Managers basedin Exeter who as a vacancy for a Paraplanner/Technical Assistant to join their growing and successful independent business. My client are happy to consider either a newly qualified or experienced Paraplanner. Whats key for my c
Job Source: ReedRecruit UK
Newton Abbot
Job Title: Junior Paraplanner Industry: Wealth Management Location: Newton Abbot Salary: £27,000 - £35,000 Job reference: 9089 Job Description: Are you looking to join a dynamic and expanding financial planning business? We have an exciting opportunity for a versatile individual who could thrive in various roles within a wealth management firm in N
Job Source: Recruit UKmbf.
Exeter
Mbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the South West of England. Their team of professional are committed to delivering personalised and strat
Job Source: mbf.Capio Recruitment Financial Planning
Exeter
Job Title: Paraplanner Location: Exeter (Hybrid) Salary: £35,000 - £40,000 Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an Paraplanner to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an e
Job Source: Capio Recruitment Financial PlanningHL Services (London) Ltd
Devon
Qualified Gardener Devon EX15 c£30-35k p/a depending on experience and tickets NVQ or RHS Level 2 [minimum] in Horticulture. A growing landscaping company is looking for a dedicated and experienced gardener/horticulturist. Minimum 5 years experience of High-end Gardening • Garden Design • Standard Arb • Soft Landscaping • Trailer • PA1 PA6 •
Job Source: HL Services (London) LtdHL Services (London) Ltd
Kentisbeare
Qualified Gardener Devon EX15 c£30-35k p/a depending on experience and tickets NVQ or RHS Level 2 [minimum] in Horticulture. A growing landscaping company is looking for a dedicated and experienced gardener/horticulturist. Minimum 5 years experience of High-end Gardening • Garden Design • Standard Arb • Soft Landscaping • Trailer • PA1 PA6 •
Job Source: HL Services (London) LtdBambino's Child Care Centres
Crediton, ENG, United Kingdom
If you are passionate about working with children and making a positive impact on their lives, we would love to hear from you. Bambinos is a small close-knit company specialising in providing early years childcare. As an employer and provider of early years education, we have retained that family feeling which makes Bambinos a great place to work.
Job Source: Bambino's Child Care CentresRandstad Care
Exeter
Do you have experience working in a Children's Social Work Team? Are you passionate about supporting children and their families? Devon are currently looking for social workers for the Children & Families services in Exeter. This is a full time role, working 37 hours with a pay of £44 per hour. There is also accommodation expenses available. Benef
Job Source: Randstad CareExeter
Reed Financial Services are representing a award-winning Chartered Financial Planners and Discretionary Fund Managers basedin Exeter who as a vacancy for a Paraplanner/Technical Assistant to join their growing and successful independent business.
My client are happy to consider either a newly qualified or experienced Paraplanner. Whats key for my client is the right fit to the business and team where the successful candidate will work alongside two qualified paraplanners. Their is definate scope to develop and my client encourage ongoing and further qualifications (i.e. Chartered Status).
1) Junior Paraplanner - The responsibilities of the role will include, but are not limited to:
• Support the technical/paraplanning, investment and client service administration team.
• Writing Annual Review reports for clients in accordance with the firm’s FCA compliance regime.
• Communication with clients by telephone, letter, email and face-to-face.
• Provide a point of contact for clients and providers as appropriate.
• Organise and co-ordinate workload to ensure timely completion of work and deadlines are met.
• 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.
Skills and Qualifications
• Hold as a minimum the CII RO1 qualification or equivalent.
• Minimum of 3 years independent financial adviser experience.
2) Paraplanner - The responsibilities of the role will include, but are not limited to:
• Support the technical and client services teams.
• Help organise and co-ordinate technical and client services team’s 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.
Skills and Qualifications
• Hold as a minimum the Diploma in Financial Planning or equivalent (RO1-RO6).
• Minimum of 5 years relevant experience.
Attributes
• Ethical, honest and compliant.
• Confident, organised and self-starter with excellent time management.
• Passionate to treat clients like member of family.
• Excellent interpersonal skills both with clients and staff.
Email Alert for Paraplanner - Junior or qualified jobs in Exeter
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