Paraplanner

Pure Jobs US; Exeter; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading firm of Accountants in the South West is seeking an experienced Paraplanner. The role involves conducting financial research, preparing reports, and ensuring compliance with regulations. Enjoy a supportive work environment with flexible hours and opportunities for professional development.

Benefits

Flexible working hours

25 days annual leave

Death in service cover (3x salary)

Commission schemes for introducing clients

Pension contributions

Qualifications

• Proven experience as a Paraplanner in financial services.
• Strong knowledge of financial planning software and regulations.
• Excellent analytical and communication skills.

Responsibilities

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

Skills

Analytical skills

Communication skills

Teamwork

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Tools

Intelliflo Office

Job description

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My client is an Age Top 50+50 firm of Accountants based in the South West, with over 300 team members across 16 offices.

They are seeking an experienced Paraplanner to join their dynamic team in Exeter, Plymouth, or Weston-Super-Mare.

Main tasks:

• Collaborate with our planners to conduct thorough financial research.
• Prepare accurate 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 insights and solutions.

Requirements:

• Proven experience as a Paraplanner in financial services.
• Strong knowledge of financial planning software and regulations.
• Excellent analytical skills with attention to detail.
• Good communication skills and ability to work as part of a team.
• Diploma and Advanced Diploma in Financial Planning are desirable.

Benefits:

• Supportive, collaborative work environment.
• Opportunities for professional development and career progression.
• Flexible working hours, including part-time options.
• Hybrid working arrangements.
• 25 days annual leave plus bank holidays.
• Death in service cover (3x salary).
• Access to Westfield Rewards and Health schemes.
• 24-hour Employee Assistance Programme helpline.
• Flexible benefits: holiday buy/sell, Cycle to Work, charity giving, private medical insurance.
• Commission schemes for introducing clients and staff.
• Pension contributions starting at 3%, increasing to 4% (matched up to 6%) after 4 years.
• Enhanced maternity and paternity pay after one year of service.

For questions or to apply, please contact Clear IT Recruitment Limited.

Please note: Due to high application volume, we may not respond to everyone. If you do not hear within 3 working days, your application may be unsuccessful.

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