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Paraplanner

Exeter
TipTopJob
Posted: 30 June
Offer description

Location: Exeter, Plymouth or Weston-super-Mare: Hybrid working options available

Hours: Full time 36.25 hours per week (part time also considered)

Salary: GBP 40,000 - GBP 50,000 per annum

Hawk 3 Talent Solutions, operating as an employment agency, is currently recruiting for a Paraplanner to join our client's team in Exeter, Plymouth, or Weston-super-Mare.

As a Paraplanner, you'll work closely with Financial Planners to deliver outstanding client outcomes. Your responsibilities will include research, report writing, and supporting the delivery of bespoke financial advice.


Your Main Responsibilities Will Include

1. Working with Financial Planners to conduct in-depth financial research
2. Preparing accurate and compliant reports, including cashflow modelling and product recommendations
3. Investigating investment, pension, and protection products in line with client objectives
4. Staying informed of market trends and regulatory developments
5. Using Intelliflo Office to manage recommendations and workflow
6. Maintaining high standards of compliance and industry best practice
7. Attending and supporting client meetings when required


About You

1. Demonstrable experience in a Paraplanning role within financial services
2. Strong understanding of financial planning principles and FCA regulations
3. Familiarity with financial planning software, especially Intelliflo Office
4. Excellent analytical, report writing, and communication skills
5. The ability to work independently while contributing to a wider team
6. A Diploma in Financial Planning (DipPFS); Advanced Diploma desirable


Benefits

* Opportunities for professional development and career growth
* 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% (matched up to 6%) after 4 years of service
* Enhanced Maternity and Paternity pay after one year's service

To apply for this position, please submit your CV via the Apply Now button or contact Shannon Bunch.

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