Paraplanner | Hybrid & Flexible Working | Career Progression in Wealth Management
Are you a skilled Paraplanner ready to take the next step in your career? Join a highly respected Chartered Financial Planning firm that puts client service, innovation, and professional development at the core of everything they do. This is a fantastic opportunity to contribute to a dynamic team in Exeter.
Why This Role?
- Be part of a collaborative team that values your input and expertise.
- Access flexible working arrangements including hybrid office/home working and part-time options.
- Enjoy genuine opportunities for career progression within a growing wealth management business.
- Work in a supportive culture that prioritises employee wellbeing and personal development.
Salary, Benefits & Perks
- Competitive salary (DOE) + discretionary bonus schemes
- 25 days annual leave + bank holidays
- Flexible benefits including buy/sell holiday, Cycle to Work, Private Medical Insurance
- Enhanced maternity and paternity pay (after one year’s service)
- Pension contribution matched up to 6% after 4 years’ service
- Death in service: 3x annual salary
- Access to Westfield Rewards, health scheme & 24-hour Employee Assistance Programme
- Commission schemes for introducing clients and staff
What You’ll Be Doing
- Collaborate with Financial Planners to deliver tailored financial solutions.
- Conduct in-depth research and analysis across pensions, investments, protection, and tax planning.
- Produce high-quality, compliant suitability reports, cashflow models and product recommendations.
- Stay on top of financial markets and products, supporting advice that meets clients’ evolving needs.
- Use Intelliflo Office and other leading technology platforms to manage workflows and reports.
- Provide technical support during client meetings, offering insight and value to the advice process.
What We’re Looking For
- Experience as a Paraplanner in an IFA or wealth management environment.
- Strong understanding of financial planning principles, regulatory frameworks, and compliance requirements.
- Excellent written communication and analytical skills, with a keen eye for detail.
- Proficiency with financial planning software (e.g., Intelliflo, Voyant, FE Analytics).
- Diploma in Financial Planning (DipPFS) essential; Advanced Diploma (or working towards) desirable.
- A team player with a proactive, solutions-focused approach.
Ready to Take the Next Step?
If you’re looking for a Paraplanner role where your skills and ideas are valued, and where you can truly develop your career, we’d love to hear from you. Apply now to join a team where you can make a meaningful impact on clients’ financial futures.