Paraplanner

Avocet Legal; Exeter; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A prestigious chartered financial planning firm in Exeter is seeking a Paraplanner to join their dynamic team. The role involves collaborating with senior Financial Planners to research and analyze complex financial situations, providing comprehensive recommendations that impact clients' financial futures. With a supportive environment focused on professional growth and innovative client service, this position offers substantial career advancement opportunities. Strong analytical skills, regulatory knowledge, and effective communication are essential.

Benefits

Flexible working arrangements

25 days annual leave plus bank holidays

Competitive pension scheme

Enhanced Maternity and Paternity pay

Extensive flexible benefits package

Qualifications

• Demonstrable experience as a Paraplanner within the financial services industry.
• Strong working knowledge of regulatory frameworks.

Responsibilities

• Collaborate with Financial Planners to conduct financial research and analysis.
• Prepare detailed financial reports, including cashflow planning models.
• Ensure work maintains the highest standards of regulatory compliance.

Skills

Analytical capabilities

Attention to detail

Communication skills

Collaborative work

Education

Diploma in Financial Planning

Advanced Diploma

Tools

Financial planning software

Intelliflo Office

Job description

Jo (Mrs H) at Avocet Commercial Careers is delighted to present this exceptional Paraplanner opportunity in Exeter with a prestigious chartered financial planning firm.

This role offers genuine career progression and the chance to work with industry-leading professionals.

About the Client

Our client is a well-established chartered financial planning practice with a stellar reputation across the South West. They pride themselves on delivering exceptional client service and innovative financial solutions, having built a thriving business based on trust, expertise, and results. With offices across multiple locations, they offer a collaborative environment where professional development is actively encouraged and career advancement is supported at every level.

About the Role

This is an outstanding opportunity for an ambitious Paraplanner to join a dynamic team and play a crucial role in delivering comprehensive financial planning services. Working closely with senior Financial Planners, you'll be instrumental in researching, analysing, and preparing detailed financial recommendations that directly impact clients' financial futures. The role offers excellent scope for professional growth within a supportive, forward-thinking organisation.

Paraplanner Requirements

• Demonstrable experience as a Paraplanner within the financial services industry
• Strong working knowledge of financial planning software and regulatory frameworks
• Excellent analytical capabilities with exceptional attention to detail
• Effective communication skills with the ability to work collaboratively within a team environment
• Diploma in Financial Planning preferred, with Advanced Diploma highly desirable
• Proficiency with industry-standard software systems
• Understanding of regulatory compliance and industry best practices

Paraplanner Responsibilities

• Collaborate extensively with Financial Planners to conduct comprehensive financial research and analysis
• Prepare detailed and accurate financial reports, including sophisticated cashflow planning models
• Research and evaluate financial products and market trends to support strategic recommendations
• Utilise Intelliflo Office system to create professional recommendations and manage workflow effectively
• Ensure all work maintains the highest standards of regulatory compliance and industry best practices
• Participate in client meetings, providing valuable insights and technical expertise
• Support the wider team with various projects and initiatives as required

Benefits

• Competitive salary package DOE
• Flexible working arrangements including hybrid options
• 36.25 hours per week with part-time arrangements considered
• Generous 25 days annual leave plus bank holidays
• Extensive flexible benefits package
• Competitive pension scheme
• Enhanced Maternity and Paternity pay after one year of service
• Plus so much more!

The Ideal Candidate

The successful candidate will be a dedicated professional with a genuine passion for financial planning and client service. You'll possess strong technical skills combined with excellent communication abilities, thriving in a collaborative team environment. With a keen eye for detail and a commitment to maintaining the highest professional standards, you'll be someone who takes pride in delivering exceptional work and is eager to contribute to the continued success of this respected practice.

Ready to take the next step in your financial planning career?

Contact Jo (Mrs H) at Avocet Commercial Careers today:

(phone number removed);(phone number removed)

(phone number removed);(url removed)