Paraplanner

TipTopJob; Exeter; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading company in financial services seeks a Paraplanner to support Financial Planners in Exeter, Plymouth or Weston-super-Mare. This role involves conducting financial research, preparing reports, and ensuring compliance with industry regulations. Candidates should possess analytical and report-writing skills, alongside relevant qualifications. Flexible and hybrid working options, along with professional development opportunities, are offered.

Benefits

Flexible and hybrid office working available

25 days annual leave plus bank holidays

Death in service benefit

Pension matching scheme

Enhanced maternity and paternity pay

Qualifications

• Experience in a Paraplanning role within financial services.
• Strong understanding of financial planning and FCA regulations.
• Excellent analytical and communication skills.

Responsibilities

• Conduct in-depth financial research with Financial Planners.
• Prepare accurate reports, including cashflow modelling.
• Investigate investment and protection products.

Skills

Analytical skills

Communication

Report writing

Education

Diploma in Financial Planning (DipPFS)

Advanced Diploma in Financial Planning

Tools

Intelliflo Office

Job description

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Location: Exeter, Plymouth or Weston:Super:Mare : Hybrid working options available

Hours: Full time 36.25 hours per week (part time also considered)

Salary: A GBP 40,000 : A GBP 50,000 per annum

Hawk 3 Talent Solutions, operating as an employment agency, are currently recruiting for a Paraplanner to join our clients team in either their Exeter, Plymouth or Weston:Super:Mare branch.

As a Paraplanner, youll work closely with our Financial Planners to deliver outstanding client outcomes. Youll be responsible for research, report writing, and supporting the delivery of bespoke financial advice.

Your Main Responsibilities Will Include

Working with Financial Planners to conduct in:depth financial research

Preparing accurate and compliant reports, including cashflow modelling and product recommendations

Investigating investment, pension, and protection products in line with client objectives

Staying informed of market trends and regulatory developments

Using Intelliflo Office to manage recommendations and workflow

Maintaining high standards of compliance and industry best practice

Attending and supporting client meetings when required

About You

Demonstrable experience in a Paraplanning role within financial services

Strong understanding of financial planning principles and FCA regulations

Familiarity with financial planning software : especially Intelliflo Office

Excellent analytical, report:writing, and communication skills

The ability to work independently while contributing to a wider team

A Diploma in Financial Planning (DipPFS) : Advanced Diploma desirable

Benefits

Opportunities for professional development and career growth.

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.

for this position, please submit your CV via the Apply Now button or contact Shannon Bunch on

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Advertising Services

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