Paraplanner

• Location: Exeter/ Weston-Super-Mare or Plymouth
• Job Type: Full-time
• Salary: Competitive

We are seeking a Paraplanner to join our Financial Management team. This role involves supporting our Financial Planners with new business and delivering a high level of ongoing client service. The position is based in eithe rof the above offices, with hybrid and flexible working options available.

• Support the Financial Planning team to meet business targets.
• Research clients’ financial arrangements, analyse investment and client data.
• Construct financial planning strategies and research financial product marketplace.
• Produce financial planning reports and letters.
• Assist Financial Planners with preparation for client meetings.
• Act as a point of contact for client-related administrative matters.
• Maintain compliant records.
• Process new business and track completion.
• Communicate with clients and providers as appropriate.
• Work as part of the team to deliver the highest level of client service.
• Perform general office administration tasks as required and provide holiday cover for team members.
• Maintain and update back office systems and platforms.
• Help organise events and seminars.
• Perform other ad-hoc tasks in the office as required.

• A minimum of 3 years previous IFA experience essential.
• Level 4 CII Diploma in Financial Planning.
• CII Advanced Diploma in Financial Planning or Chartered Financial Planner is desirable.
• Experience in paraplanning, especially within an IFA accountancy-based firm, would be an advantage.
• Strong work ethic, ability to organise without close supervision, and work collaboratively with a team.
• High level of analytical ability, keen eye for detail, and thorough approach.
• Excellent communication skills, both verbal and written.
• Strong IT/MS Office skills, particularly Word, Excel, and Outlook.
• Familiarity with back office software (experience of Intelligent Office (IO) would be an advantage).
• Knowledge of relevant FCA compliance procedures.
• Ability to handle pressure and meet tight deadlines.

• Flexible working hours.
• 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.
• Buy and sell holiday option.
• Introducing clients and staff commission schemes.
• Pension contributions: Employee 4%, Employer 3% rising to 4% (but matched up to 6%) after 4 years’ service.

To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.