Paraplanner

New Job Alert- Im pleased to be representing a client of mine who are a leadig Financial servce firm in the South west of England, they are an established Accountancy firm but have a successful IFA arm which is growing due to busienss growth and success.

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

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.
• Ensure compliance with regulatory standards and industry best practices.
• Assist in client meetings, offering valuable insights and solutions.
• Work closely with our investment team and with the opportunity to work as part of our investment committee.
• 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 they are 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.
• Experience working with an investment committee.
• Diploma and Advanced Diploma in Financial Planning are desirable.
• R02 (Investment Principles and Risk) and AF4 (Investment Planning) exams are desirable.

What they can Offer:

• Supportive and collaborative work environment with flexible hybrid working.
• 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 or 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.