Paraplanner

Nelson Scott; Exeter; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading recruitment firm is seeking an experienced Paraplanner to join their team in Exeter, Plymouth, or Weston-Super-Mare. The role involves collaborating with Financial Planners to deliver exceptional financial planning services while ensuring regulatory compliance. The ideal candidate will have experience in financial services and relevant qualifications, and they will benefit from a supportive work environment with opportunities for professional development.

Benefits

25 days annual leave plus bank holidays

Flexible and hybrid office working available

Enhanced Maternity and Paternity pay after one years’ service

Access to Westfield Rewards and Health scheme

Pension 3% rising to 4% after 4 years’ service

Flexible benefits including Buy and Sell holiday

24-hour external Employee Assistance Programme helpline

Qualifications

• Proven experience as a Paraplanner in the financial services sector.
• Strong knowledge of financial planning software and regulatory requirements.
• Excellent analytical skills with a focus on detail.

Responsibilities

• Collaborate with planners to conduct thorough financial research.
• Prepare accurate reports, including cashflow planning and product recommendations.
• Ensure compliance with regulatory standards and industry best practices.

Skills

Analytical skills

Communication

Education

Diploma and Advanced Diploma in Financial Planning

Tools

Intelliflo Office

Job description

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This range is provided by Nelson Scott. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Nelson Scott

Specialist Financial Services Recruiter andFormer Paraplanner- Connecting Top Talent in Wealth Management

We are seeking an experienced Paraplanner to join our dynamic team in either our Exeter, Plymouth, or Weston-Super-Mare offices.

Your Role:

As a Paraplanner, you will play a pivotal role in our success by collaborating closely with our Financial Planners, conducting research, preparing financial reports, and crafting solutions tailored to our clients’ needs. Your expertise and diligence will drive the delivery of exceptional financial planning.

What You’ll Do:

• Collaborate with our planners to conduct thorough financial research.
• Prepare accurate and comprehensive reports, including cashflow planning and product recommendations.
• Research financial products and market trends to support recommendations.
• Use Intelliflo Office to create recommendations and manage tasks.
• Ensure compliance with regulatory standards and industry best practices.
• Assist in client meetings, offering valuable insights and solutions.

This job description summarises the main duties and responsibilities of the post, however the list is not exhaustive as the post-holder may be required to undertake other duties and projects of similar level and responsibility.

What We’re Looking For:

• Proven experience as a Paraplanner in the financial services sector.
• Strong knowledge of financial planning software and regulatory requirements.
• Excellent analytical skills with a focus on detail.
• An understanding of how to communicate as part of a team, put your viewpoint across and listen to others.
• Diploma and Advanced Diploma in Financial Planning are desirable.

What We Offer:

• Supportive and collaborative work environment.
• Opportunities for professional development and career growth.
• Chance to make a meaningful impact on our clients’ financial well-being.
• 36.25 hours / 5 days per week however part time hours / days also considered.
• Flexible and hybrid office working available.
• 25 days annual leave plus bank holidays.
• Death in service 3 x annual salary.
• Access to Westfield Rewards and Health scheme.
• 24-hour external Employee Assistance Programme helpline.
• Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
• Introducing clients and staff commission schemes.
• Pension 3% rising to 4% (but matched up to 6%) after 4 years’ service.
• Enhanced Maternity and Paternity pay after one years’ service.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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