Paraplanner – Exeter / Plymouth / Weston-super-Mare

Westcotts Chartered Accountants & Business Advisers; Exeter; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services firm in the South West is seeking an experienced Paraplanner to join their dynamic team in Exeter. The role involves collaborating with Financial Planners, conducting research, and preparing financial reports to support client needs. The company offers a supportive environment, professional development opportunities, and flexible working conditions.

Benefits

25 days annual leave plus bank holidays

Flexible and hybrid office working

Professional development opportunities

Death in service 3 x annual salary

Employee Assistance Programme helpline

Qualifications

• Proven experience as a Paraplanner in the financial services sector.
• Strong knowledge of financial planning software and regulatory requirements.
• Experience with client meetings and compliance standards.

Responsibilities

• Conduct thorough financial research and prepare reports.
• Collaborate with planners to deliver tailored financial solutions.
• Ensure compliance with regulatory standards.

Skills

Analytical skills

Attention to detail

Communication

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Tools

Intelliflo Office

Job description

Paraplanner

Exeter / Plymouth / Weston-super-Mare

Are you looking to develop your career and work for a leading financial service firm in the South West of England?

At Westcotts Chartered Financial Planners, we are committed to empowering our clients to achieve their financial goals. With a strong focus on innovation and client satisfaction, we have built a culture that puts our clients at the heart of everything we do.

We are seeking an experienced Paraplanner to join our dynamic team in either our Exeter, Plymouth, or Weston-Super-Mare offices.

Your Role

As a Paraplanner, you will play a pivotal role in our success by collaborating closely with our Financial Planners, conducting research, preparing financial reports, and crafting solutions tailored to our clients’ needs. Your expertise and diligence will drive the delivery of exceptional financial planning.

What You’ll Do

• 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.
  
  

This job description summarises the main duties and responsibilities of the post, however the list is not exhaustive as the post-holder may be required to undertake other duties and projects of similar level and responsibility.

What We’re Looking For

• 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.
  
  

What We Offer

• 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.
  
  

How To Apply

If you are ready to contribute your expertise, grow professionally, and be part of an enthusiastic team dedicated to helping clients achieve their financial goals, we would love to hear from you!

To apply for this position, please upload your CV along with a covering letter providing information on why you feel you would be suitable for the role in particular in regards to the desired attributes, skills, experience and qualifications. Please also state your current salary (if applicable), salary expectations and available start date.

Apply Here