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Paraplanner

  • Location:

    Exeter

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Bristol Commercial

  • Contact email:

    benjamin.worsley@brookstreet.co.uk

  • Job ref:

    BRS/11580_1622711567

  • Published:

    almost 3 years ago

  • Expiry date:

    15/07/2021

  • Startdate:

    ASAP

Job Description

We have partnered with a brilliant client in Exeter who is looking to onboard a Paraplanner to their firm, you'll be joining a fantastic business who deliver bespoke financial planning services dealing with pensions, investments and tax.

As the Senior Paraplanner you will oversee and manage the journey of the client. You'll be the first point of contact and you will also undertake business, engaging with relevant staff and produce relevant and accurate documentation at each stage of the process.


The responsibilities of the role will include:

  • 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.
  • Assist Financial Planners with preparation for client meetings.
  • Act as a point of contact for client related matters.
  • Maintain compliant records.
  • 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.


As a candidate you will need:

  • 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.
  • We will consider part-qualified, working towards Level 4 Diploma (if accompanied by evidence of recent study and relevant experience).
  • Paraplanning experience, especially within an IFA accountancy-based firm, would be an advantage.


If you match the above experience and are looking for a new role with a fantastic firm who offer a very competitve salary and a beautiful place of work. Please get in touch with our Finance Specialist Ben Worsley for more information.

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