img
Permanent

Paraplanner

Torquay
money-bag 45000.00-45000.00 Annual
3085445803
Posted Yesterday

A well-established, family-run financial planning firm in Torquay is seeking an experienced Paraplanner to join its growing team. Operating across financial planning (SJP) and mortgages and protection (Quilter), the business manages c.£85m in client funds and offers a supportive, collaborative working environment. This is a key position for an experienced paraplanner who enjoys solving complex cases and acting as a "fixer" when things go wrong. Working closely with the business owner, the role focuses on managing complex administration, particularly with the SJP administration centre, allowing advisers to focus on new client growth. Key Responsibilities Resolving complex and problematic cases, particularly via the SJP administration centre Handling matters involving solicitors, trusts and probate Managing day-to-day servicing for existing clients (switches, income allocation, premium increases, withdrawals) Liaising with internal and external stakeholders to ensure smooth case progression About You Level 4 qualification highly desirable Strong technical knowledge (IHT, chargeable gains, complex planning) Experience with SJP systems highly advantageous Proficient in Salesforce and iBusiness Confident working independently while being a strong team player Hybrid working (not fully remote) Package and Benefits Salary up to £60,000 4-day working week (either Monday or Friday off) Hybrid working (2 days home / 3 office) 25 days holiday including Christmas closure, inc

Other jobs of interest...

Reed
ExeterYesterday
money-bag38000.00-38000.00 Annual
Reed
ExeterYesterday
money-bag33000.00-33000.00 Annual
Eden Rose
DevonYesterday
money-bag10000-500000 Annual
Recruit UK
ExeterYesterday
money-bag40000.00-40000.00 Annual
mbf.
ExeterYesterday
money-bag42000.00-42000.00 Annual
Mellis Blue Accountancy Recruitment
ExeterYesterday
money-bag35000.00-35000.00 Annual
Mellis Blue Ltd
Exeter2 weeks ago
money-bag45000.00-45000.00 Annual
Mellis Blue
Exeter3 weeks ago
money-bag35000.00-35000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!