Job Title

We are seeking an experienced Paraplanner to join our dynamic team in either our Exeter, Plymouth, or Weston-Super-Mare offices.Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.Your Role: 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 Youll 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.Use Intelliflo Office to create recommendations and manage tasks.Ensure compliance with regulatory standards and industry best practices.Assist in client meetings, offering valuable insights and solutions.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 Were 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.Diploma and Advanced Diploma in Financial Planning are desirable.What We Offer:Supportive and collaborative work environment.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 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.