Paraplanner

Avocet Commercial Careers is working with a committed Professional Services Firm how have an established presence in the South West and are looking for an experienced Paraplanner to join their dynamic team.

With various offices across the South West you will be based in either their Exeter, Plymouth, or Weston-Super-Mare office.

Working closely with the Financial Planning Team you will be responsible for preparing financial reports, conducting thorough research, and using your expertise to create recommended tailored solutions for your clients.

Duties include:

• Working closing with the planners to carry out financial research.
• Preparing accurate, detailed reports to include product and cashflow planning proposals
• Using your financial product and market trend knowledge to endorse recommendations
• Ensuring a high level of internal and ethical standards, and regulatory requirements is maintained at all times
• Conducting client meetings where you are able to provide financial suggestions and solutions
• Working closely with the company investment team with the view to become part of the company's trusted investment committee.

The successful Paraplanner will be able to demonstrate the below skills and attributes:

• Previous experience within a Financial Services Paraplanner role
• Exceptional working knowledge of Financial Planning software as well as regulation requirements
• Strong attention to detail with experience working alongside an Investment Committee
• Excellent communication skills with the ability to lead financial discussion with both your clients and team
• Diploma and Advanced Diploma in Financial Planning and R02 (Investment Principles and Risk) and AF4 (Investment Planning) exams are advantageous, but not essential

Salary/ Benefits

• Starting salary of GBP40,000 - GBP45,000 depending on experience
• 36.25 hours / 5 days per week however part time hours / days also considered.
• Flexible and hybrid or office working available.
• 25 days annual leave plus bank holidays.
• Death in service 3 x annual salary.
• Access to the company 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.

If you're an experienced Paraplanner looking to build a strong career within a leading Professional Services Company please apply today, or contact Dani at Avocet Commercial Careers on (phone number removed).