Job Description
Job Title: Paraplanner
Industry: Financial Services
Location: Exeter
Salary: Up to £45,000 + 10% Pension Contribution
Reference Number: 10214
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner to join a highly respected and award-winning Financial Planning firm. You will work closely with Financial Advisers and support staff to provide a high-quality service to clients. The role is hybrid with 2 days in the office, you will predominantly support Advisers based in the Exeter office.
Your duties as a Paraplanner will include, but not be limited to:
* Fact finding and report writing
* Client service and review support – acting as a technical point of contact
* Preparing recommendations, including documents, application forms, and suitability reports
* Collaborating with the wider team to deliver exceptional client service
* Maintaining accurate client records and ensuring compliance with FCA regulations
* Collating and pre-populating new business and servicing forms/application packs
* Producing and issuing client fee invoices
What’s in it for you:
* Salary up to £45,000, depending on experience
* 10% pension contribution
* Profit share
* 23 days holiday
* 12 wellbeing days (typically one per month)
* Private medical insurance
* Life assurance
* Flexible start and finish times
* Hybrid working 2 days in the office (3 days initially for training)
Skills and experience required:
* Experienced Paraplanner
* Diploma qualified
* Strong written and verbal communication skills
* Driven, proactive, and committed to supporting both personal and business success
* Excellent organisation, prioritisation, and time management
* High attention to detail and ability to follow processes
* Adaptable, positive, and eager to develop with a growing business
* Strong MS Office skills
This is an excellent opportunity for a like-minded professional to join an enthusiastic, high-achieving firm with a strong reputation for employee wellbeing and exceptional client care.