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Permanent

Paraplanner

Exeter
money-bag 38000.00-38000.00 Annual
3085828974
Posted Today

An outstanding opportunity has arisen for an experienced Paraplanner to join a highly respected and well-established financial planning firm in the South West.This business has built an exceptional reputation over many years for delivering truly holistic, client-focused financial advice to high-net-worth individuals and families. It operates with a strong people-first culture and is widely regarded as one of the best employers in the region, offering a supportive, collaborative and professional working environment. The firm is medium-sized, employee-owned, and prides itself on maintaining a close-knit team culture alongside a high standard of technical excellence. As a result, staff retention is extremely low, with many employees building long-term and rewarding careers within the business.Working closely with Financial Planners, you will play a key role in delivering high-quality financial planning advice and supporting complex client cases.Key responsibilities will include:Preparing detailed suitability reports across a range of financial planning areasConducting research and analysis to support tailored client recommendationsCashflow modelling and financial planning analysisReviewing existing client arrangements and making appropriate recommendationsLiaising with advisers, administrators and external providersEnsuring all work meets compliance and regulatory standardsSupporting advisers with pre- and post-meeting technical workAbout YouDiploma qualified (or working towards

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