Top

Job description

Loading...

Paraplanner (0852)

  • Location:
    Exeter
  • Working Hours:
    Full Time
Loading...

We have an excellent opportunity for an experienced Paraplanner to join our expanding Financial Planning team. In this role, you will play a key part in delivering high quality advice and financial planning solutions to our clients.

About you: 

  • Hold Level 4 Diploma in Financial Planning (preferred) 
  • Desire to develop further and work towards Chartered status
  • Educated to GCSE level (or equivalent), with grades A-C in English and Maths
  • A high level of technical knowledge across a wide range of financial products
  • Previous experience of producing bespoke recommendation reports
  • Proficient IT skills with a knowledge of Microsoft Office programmes, Intelligent Office (or similar) and cash flow planning software preferred
  • A good eye for detail and the ability to gather information from a variety of sources
  • Take pride in your work and able to work to deadlines
  • Good organisational skills and confidence to communicate at all levels
  • Experience of working in a team as well as independently
  • Reliable, professional and positive attitude.

What you’ll be doing:

  • Analysing client data and undertaking research
  • Preparing cash flow forecasts and bespoke recommendation reports
  • Providing technical support to our advisory and administration teams
  • Maintaining client records
  • Ensuring our advice and client files meet FCA requirements
  • Managing individual workflow and task delivery
  • Keeping up to date with all relevant product, legislative and technical changes
  • Undertaking reasonable additional or other duties from time to time as are necessary to meet the needs of the business.

Why us:

PKF Francis Clark is the place for your career. Our growth offers you the opportunity to expand and develop your career in a direction that interests you. We offer a supportive and flexible working environment, taking your career seriously to enable you to be the best you can be.

What next:

Please click ‘Apply Now’. If you don’t have an up-to-date CV or would prefer to chat to someone before applying, get in touch with James Beck on james.beck@pkf-francisclark.co.uk.

Everyone will receive a response.

PKF Francis Clark doesn’t discriminate. We’re interested in your skills, your experience, your potential, and nothing else.

We are not accepting agency introductions unless prior approval has been given in writing.


 
  • Share this page
    Share with linkedin
    Share with facebook
    Share with twitter
    Share with email

Loading...
Close map
Location
Exeter
Centenary House,, Peninsula Park, Rydon Lane,, Exeter, UK, EX2 7XE
Loading...