• Location

    Exeter, Devon

  • Sector:

    Finance & Accountancy

  • Job type:


  • Salary:


  • Contact:

    Margaret Rendle

  • Contact email:

  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Startdate:


  • Consultant:


The Company:

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

If you hold at least the Level 4 Diploma in Financial Planning with a desire to develop further and work towards Chartered status then contact us for more information or click on the link to apply!

Job Responsibilities:

  • Analysing client data and preparing cash flow forecasts
  • Preparing bespoke recommendation reports
  • Providing technical support to the Advisory and Administration teams
  • Helping to maintain client records by inputting data
  • Ensuring the 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

Preferred Skills:

  • Hold at least the Level 4 Diploma in Financial Planning with a desire to develop further and work towards Chartered status
  • Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths
  • A high level of technical knowledge across a wide range of financial products
  • Previous experience producing bespoke recommendation reports
  • Proficient IT skills with Microsoft Office programmes and a knowledge of Intelligent Office 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

Associated Benefits:

  • The opportunity to expand and develop your career in a direction that interests you.
  • 25 days holiday + bank holidays
  • Contributory Pension
  • Life Assurance
  • Permanent Health Insurance
  • Employee Assistance Programme
  • Eyecare Vouchers
  • Cycle to Work Scheme.

Working Hours: 8.30am - 5.00pm Monday - Friday

To apply, or to find out more information, please click on one of the "apply" buttons

Please note that due to a high level of applications, we can only respond immediately to applicants whose skills & qualifications are suitable for this position.

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.