Paraplanner

Heat Recruitment

Posted 13 hours ago, valid for 6 days

Exeter, Devon EX6 6PB, England

£45,000 - £54,000 per annum

Full Time

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Sonic Summary

The Paraplanner position offers a salary of up to £45,000 and requires candidates to have a Level 4 Diploma in Financial Services, with progress towards a Level 6 Advanced Diploma.
Responsibilities include receiving instructions from advisers, interpreting data from client meetings, and analyzing information to provide tailored solutions.
Candidates should possess strong analytical skills, attention to detail, and the ability to manage time effectively while working under pressure.
The role also involves consolidating client needs into written reports, including suitability letters and specific illustrations.
Benefits of the position include hybrid working, pension contributions, bonuses, and death in service coverage.

Paraplanner

Up to £45,000

Hybrid

Devon

Responsibilities

- Receiving instructions during debriefings from advisers following client meetings.

- Interpreting data obtained by advisers during client meetings.

- Analysing data and using research tools to provide solutions to meet client needs and objectives.

- Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.

- Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports.

Requirements

- Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma

- Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations.

- Analytical in solving tasks with a keen attention for detail.

- Possess excellent organisational and time management skills with an ability to work under pressure and prioritise.

- Deliver effective and positive communication, and demonstrate competent use of IT.

Benefits

- Hybrid working

- Pension

- Bonus

- Death in service

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