Paraplanner

About the Role

An established and rapidly expanding Chartered Financial Planning company based in Exeter is searching for an experienced Paraplanner to join its dynamic team. The company has seen significant growth and acquisitions recently and is committed to investing in its workforce, technology, and long-term development initiatives.

Key Responsibilities

The successful candidate will collaborate closely with seasoned Financial Planners in producing detailed technical reports, conducting comprehensive research, and contributing to delivering superior client outcomes. This role offers genuine opportunities for career advancement, whether you aim to specialize as a Paraplanner or aspire to transition into an Advisory position.

Candidate Requirements

• Possession of or nearing completion of Diploma Level 4 qualification.
• Demonstrated experience in Paraplanning within the Financial Planning sector.
• Robust technical expertise and strong report-writing abilities.
• Exceptional attention to detail paired with effective communication skills.
• A cooperative team-oriented mindset focused on achieving high-quality client results.

Compensation and Benefits

• Competitive salary ranging from £48,000 to £55,000 annually, commensurate with experience.
• Hybrid working arrangement including three days in the office and two days remote.
• Comprehensive study support towards Chartered status, including paid study leave and coverage of exam fees.
• Clear pathways for career growth and progression.
• A supportive and collaborative workplace culture with a strong emphasis on employee development.
• Opportunity to be part of a growing enterprise with sustainable, long-term career prospects.