Financial paraplanner Work, Jobs in Devon (with Salaries)

Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
Quick apply
14d
Wealth Administrator
Burgh Recruitment Ltd —Exeter
- Organisational skills
- Financial services
- Communication skills
1d
Paraplanner
Quilter —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
Paraplanner
Old Mill —Exeter
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
8d

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Wealth Administrator
Burgh Recruitment Ltd —Exeter
Confidence dealing with clients by email and telephone. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which…
1d
Operations Administrator
Positive Wealth Creation Ltd —Burnham-on-Sea
Acting as a first point of contact for clients, including welcoming visitors and managing incoming calls. Confident dealing with clients both in person and over…
£30,000 - £36,000 a year
Quick apply
2d

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Financial Services Trainee Paraplanner

BoulterBowen WealthCare
Exeter

Quick apply

Job details

Permanent | Full-time
£28,000 - £32,000 a year
14 days ago

Benefits

Discounted or free food
Company pension
Life insurance
On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

We have an exciting opportunity to join our Finance firm based on the outskirts of Exeter.

In this role you will be a key member of the team assisting our Financial Advisers in providing a first class service to our clients. Your varied daily tasks will include:

Core paraplanner duties including assisting in preparing for meetings, completing meeting workbooks and application forms.
Obtaining illustrations and product information from providers.
Preparing bespoke suitability reports to meet client needs.
Undertaking cashflow modelling and utilising tools such as FE Analytics.
Providing general administration and compliance support including processing and uploading documents to Salesforce.
Reviewing and maintaining compliant client records and files.
Assisting with trading and the investment processes.
Personal administrative support for the company Director.
Providing general support to the team in all areas of the business.

We are interested in speaking to paraplanners who have previous experience working within the role and are working towards their Level 4 Diploma in Regulated Financial Planning (DipPFS).

The role is ideal for someone who wants to progress their career, is outgoing, communicative, isn’t afraid to ask questions and wants to learn. You will be highly organised, resourceful, naturally inquisitive with strong attention to detail.

Study support will be provided as part of the role for the right candidate to complete relevant qualifications, with the opportunity to progress and develop within the company.

We offer a competitive package with pension contributions and life cover.

If you feel you would be suitable for this role, please submit a CV and covering letter online, by email or post. Applications without a covering letter will not be considered.

BoulterBowen, Winslade House, Winslade Park, Manor Drive, Clyst St Mary, Exeter, EX5 1FY

Hours: Monday – Friday 9:00 -17:30

Holiday: Starts at 5 weeks pa and bank holidays

Job Types: Full-time, Permanent

Pay: £28,000.00-£32,000.00 per year

Benefits:

Company pension
Discounted or free food
Life insurance
On-site parking

Work Location: In person

Quick apply

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financial paraplanner jobs in devon

Financial Services Trainee Paraplanner

Wealth Administrator

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Senior Financial Planning Assistant

Financial Adviser

Paraplanner

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