We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Paraplanner to join them and play a pivotal role in their busy and modern Newton Abbot branch. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on!

Job Title: Paraplanner

Location: Newton Abbot (free parking available)

Hours: Full-time, 37.5 hours, Monday-Friday, core hours 08.45 to 17.15 hybrid working and flexibility fully available

Salary: 40,000 to 45,000 DOE

Benefits: 25 days holiday plus Bank Holidays, annual company bonus - up to 4% of salary, pension scheme - 3 x salary, death in service, employee wellbeing, company sports team, modern office with great amenities and facilities, dress down Fridays, free parking and more!

The Company: A dynamic and forward thinking financial services company based in the heart of Devon, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management.

They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.

The Role: To join their expanding team as a Paraplanner to help the company provide a fully comprehensive service across all aspects of business planning and strategy, as well as day to day financial management. To tailor financial solutions and support packages to suit the needs of each unique client.

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
Providing records to support research undertaken
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.
Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way.
Carrying out all tasks in a manner consistent with compliance procedures and company process.
Ensuring all client files are compliant on an ongoing basis
Ensure that significant risk issues are referred to the Head of Compliance where appropriate
Make a constructive contribution to the continuing development of the team and company
Proactively enhance industry knowledge, through external and internal sources.

Your skills & experience:

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
Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
A positive and proactive approach to work and a desire to help and support the wider team
To have a helpful can do approach to problem solving and assisting wider team as and when required to resolve issues in a most sensible and time efficient manner
Calm and considered outlook in approach to problem solving.

If you wish to join a company that creates an inclusive and supportive environment and encourages development and growth then please get in touch to progress your application. We look forward to hearing from you.

To apply: If you are interested and would like to apply, either send your CV to (url removed) , apply online or call Vicky on (phone number removed).

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