Paraplanner

Dani at Avocet Commercial Careers is delighted to present an exceptional opportunity for an accomplished Paraplanner to join a respected wealth management practice in Newton Abbot.

About the Client

Our client is an established wealth management practice with a reputation for delivering exceptional financial solutions and client service. The firm prides itself on its collaborative approach, commitment to professional development, and focus on building long-term client relationships.

About the Role

We are seeking a technically-minded Paraplanner to provide comprehensive support to financial advisers through research, analysis, and documentation preparation. This position offers the opportunity to develop your expertise while making a significant contribution to the firm's success.

Paraplanner Responsibilities

• Participate in adviser debriefings following client meetings to gather essential information
• Interpret and analyse client data to identify appropriate financial solutions
• Utilise specialised research tools to support client goals and objectives
• Prepare comprehensive documentation including suitability letters, illustrations, and key features documents
• Collaborate with Technical and Compliance teams to ensure regulatory adherence
• Contribute to the development and refinement of suitability report templates
• Process client cases on relevant platforms with precision and attention to detail
• Maintain impeccable client files and documentation in line with compliance requirements
• Identify and escalate potential risk issues appropriately
• Actively contribute to team development and company growth initiatives
• Pursue continuous professional development through industry knowledge enhancement

Paraplanner Requirements

• Level 4 Diploma in Financial Services (with progression towards Level 6 Advanced Diploma)
• Practical understanding of retail financial products and regulatory framework
• Strong analytical skills with exceptional attention to detail
• Excellent organisational abilities and effective time management
• Capacity to work under pressure and prioritise competing demands
• Proficient communication skills, both written and verbal
• Advanced IT competency, including financial planning software
• Problem-solving mindset with a methodical approach

Benefits

• Competitive salary between GBP35k - GBP45k depending on experience and qualifications
• Generous 25 days annual holiday allowance
• Employer pension contribution of 3%
• Dedicated support for CII professional qualifications
• Death in Service policy
• Regular working hours: 8:45am - 5:15pm, Monday to Friday with early finishes throughout summer

The Ideal Candidate

The perfect candidate will combine technical expertise with a positive, proactive attitude. You will take ownership of your responsibilities while displaying a genuine commitment to supporting the wider team. A calm and methodical approach to problem-solving is essential, alongside a dedication to maintaining the highest standards in all aspects of your work.

This role presents an outstanding opportunity to advance your paraplanning career with a forward-thinking wealth management practice.

Next Steps

Interested in this exceptional opportunity? Connect with Dani at Avocet Commercial Careers for a confidential discussion.