Technical Paraplanner

Recruiter
Reed Insurance
Location
Exeter
Salary
25000.00 GBP Annual
Posted
05 Oct 2017
Closes
16 Oct 2017
Function
Consultant
Contract Type
Permanent
Hours
Full Time
We have an exciting new opportunity for a Senior Technical Assistant (Paraplanner) to work in Exeter.

Salary is competitive and this role would suit a candidate seeking a position in a boutique wealth management business working as part of a small, friendly team.

The firm prides itself on giving clients a unique experience and are committing to providing a complete bespoke wealth management service built on a long-term relationship. This includes professional independent and trusted investment, pension and tax saving advice tailored to a client's individual circumstances.

The responsibilities of the role will include:
• Lead, support and develop the administration and technical team.
• Organise and co-ordinate administration and paraplanner workload to ensure timely completion of work and deadlines are met.
• Writing reports and technical analysis for clients in accordance with the firm's FCA compliance regime.
• Communication with clients by telephone, letter, email and face-to-face.
• Ensure the office CRM system (Intelligent Office) is kept compliant and up-to-date.
• Create and maintain a pleasant work environment, ensuring high levels of organisational effectiveness, communication and client satisfaction.
• Keep directors updated on operational issues.

Hold as a minimum the Diploma in Financial Planning or equivalent (RO1-RO6).
• Ideally 5 years + relevant experience.
• Ethical, honest and compliant.
• Confident, organised and self-starter with excellent time management.
• Passionate to treat clients like member of family.
• Ability to lead a team as well as develop less experienced members of staff.
• Excellent interpersonal skills both with clients and staff.
• Attention to detail to ensure accuracy in all aspects of the office.
• Strong IT office skills including Outlook, Word and Excel.
• Strong letter writing skills including grammar and spelling.
• Strong numeracy skills and analytical capability with commercial experience and judgement.
• Willing to ask questions if unsure.
• Provide a point of contact for clients and providers as appropriate.
• Ambitious to support the development and success of the firm.

Reed Specialist Recruitment Limited is an employment agency and employment business