Paraplanner

Clear IT Recruitment Ltd; Exeter; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm in the South West is seeking an experienced Paraplanner to join their vibrant team in Exeter. The role involves collaborating on financial strategies, preparing comprehensive reports, and ensuring compliance with regulatory standards. Opportunities for career growth and a flexible working environment are provided.

Benefits

Professional development opportunities

Flexible and hybrid office working

25 days annual leave plus bank holidays

Death in service 3 x annual salary

Private Medical Insurance

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

• Conduct thorough financial research and prepare accurate reports.
• Collaborate with planners and support client meetings.
• Ensure compliance with regulatory standards.

Skills

Analytical Skills

Financial Planning

Compliance

Team Collaboration

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Tools

Intelliflo Office

Job description

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Join to apply for the Paraplanner role at Clear IT Recruitment Ltd

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 either their Exeter, Plymouth, or Weston-Super-Mare office.

Main Tasks

• 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.
  
  

Requirements

• 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.
  
  

Benefits

• 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.
  
  

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Human Resources Services

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