Paraplanner / Office Manager

Isca Recruitment
02 Aug 2017
16 Aug 2017
Isca Recruitment are delighted to be instructed by an award winning Financial Planning and Fund Management Company in Exeter. Our client seeks a Paraplanner with team leadership skills to support, develop and lead the administrative and technical functions of the office on a day to day basis. Duties will include but not be exhaustive of : · 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). · Minimum of 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. In return this company is offering a competitive salary based on ability/experience. This employer of choice provides a supportive working environment and long term career progression. THIS IS AN URGENT REQUIREMENT AND APPLICATIONS WILL BE REVIEWED PROMPTLY WITH INTERVIEWS TO TAKE PLACE ASAP. Isca Recruitment Ltd provides services as an agency and an employment business. Isca Recruitment is an Exeter based boutique recruitment consultancy making the perfect match between client and candidate. Specialists in office support, accountancy and finance across the South West. This job was originally posted as

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