Job Title: Paraplanner

Industry: Financial Services

Location: Exeter

Salary: circa £45,000

Reference Number: 9818

Job Description:

Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West?

Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare.

As a Paraplanner, you’ll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You’ll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients.

Key duties include but are not limited to the following:

• Conducting in-depth financial research.
• Preparing accurate and comprehensive reports, including cashflow planning.
• Researching products, providers, and market trends to support recommendations.
• Using Intelliflo Office to manage tasks and create recommendations.
• Ensuring compliance with regulatory standards and industry best practice.
• Providing valuable technical input during client meetings.

What’s in it for you:

• Highly competitive salary
• Hybrid and flexible working options
• 25 days holiday bank holidays
• Pension / DIS / Health support / Further flexible benefits inc PMI
• Excellent training and development
• Staff commission schemes
• Part time candidates considered

Skills and experience required:

• Proven experience as a Paraplanner within financial services.
• Strong technical knowledge of financial planning software and regulations.
• Excellent analytical skills with attention to detail.
• Confident communicator and team player.
• Diploma in Financial Planning (Advanced Diploma desirable).

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in Exeter on a Paraplanning role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.