Up to £45,000 DOE | Remote | Exeter
Our client is an award-winning, independent Chartered Financial Planning and Discretionary Fund Management firm based in Exeter, providing bespoke wealth management, investment, pension and tax planning advice built on long-term client relationships. As the business continues to grow, they are looking to appoint a Senior Paraplanner to support the client journey from first enquiry through to ongoing advice.
The Role
This is a key, dynamic role suited to an experienced paraplanner who enjoys close collaboration with advisers, technical, client services and investment teams. You will act as a central point of contact for clients, helping to develop robust processes and producing accurate technical documentation at every stage of the advice journey. The role offers genuine scope to shape the business as it grows, working closely with the firm's directors, with further professional training and development available as required.
Responsibilities for the Senior Paraplanner:
Support and collaborate with the advisers, technical, client services and investment teams, acting as a key point of contact for clients
Help organise and co-ordinate the technical and client services team's workload to ensure deadlines are consistently met
Mentor and support the development of junior members of the technical team
Write client reports and technical analysis in line with the firm's FCA compliance requirements
Keep up to date with financial products and legislation to meet ongoing FCA regulatory requirements
Maintain the office CRM system, ensuring records are kept accurate, compliant and up to date
Requirements for the Senior Paraplanner:
Diploma in Financial Planning or equivalent (RO1-RO6) as a minimum
Minimum of 5 years' relevant experience
Confident, organised self-starter with excellent time management
Excellent interpersonal skills, both with clients and colleagues
Strong attention to detail and accuracy across all aspects of the role
Strong IT skills, including Outlook, Word and Excel, with confident letter-writing, numeracy and analytical ability
Benefits:
Salary of up to £45,000, depending on experience
Remote working, with one day a month in the office in Exeter
Structured professional development and further training opportunities
The opportunity to work closely with the firm's directors as the business grows
A supportive, collaborative culture within an award-winning, independent business
If you are an experienced paraplanner looking to take the next step within a growing, independent business with genuine scope to develop, we would love to hear from you.
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Lacey Dorliac
Ref: 11365