Paraplanner (minimum level 4 qualified)
Exeter
Hybrid Working
Salary - £45,000 - £50,000 (DOE & qualification)
A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office.
Working closely with an experienced Financial Planning Director, you'll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients.
The Role
* Preparing and writing detailed suitability reports
* Supporting annual client reviews
* Producing cashflow modelling and research
* Attending client meetings and preparing meeting notes
* Working collaboratively with advisers and wider stakeholders
* Contributing to process improvements and best practice initiatives
What's on Offer
* Hybrid working
* Full exam support
* Supportive and collaborative environment
* Strong focus on professional development and progression
* Opportunity to work with a highly experienced team
About You
* Minimum 3 years' paraplanning experience
* Diploma qualified (essential)
* Chartered status desirable
* Strong technical knowledge across pensions, tax planning, investments and estate planning
* Organised, proactive and client-focused approach
If you're looking to join a respected firm where you can continue to develop your career in a supportive environment, we'd love to hear from you.
Please feel free to get in touch for a confidential conversation.
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