Paraplanner
Location: Exeter, Plymouth or Weston-Super-Mare - Hybrid working options available
Hours: Full time 36.25 hours per week (part time also considered)
Salary: A£40,000 - A£50,000 per annum
Hawk 3 Talent Solutions, operating as an employment agency, are currently recruiting for a Paraplanner to join our clients team in either their Exeter, Plymouth or Weston-Super-Mare branch.
As a Paraplanner, you'll work closely with our Financial Planners to deliver outstanding client outcomes. You'll be responsible for research, report writing, and supporting the delivery of bespoke financial advice.
Your main responsibilities will include:
Working with Financial Planners to conduct in-depth financial research
Preparing accurate and compliant reports, including cashflow modelling and product recommendations
Investigating investment, pension, and protection products in line with client objectives
Staying informed of market trends and regulatory developments
Using Intelliflo Office to manage recommendations and workflow
Maintaining high standards of compliance and industry best practice
Attending and supporting client meetings when required
About you:
Demonstrable experience in a Paraplanning role within financial services
Strong understanding of financial planning principles and FCA regulations
Familiarity with financial planning software - especially Intelliflo Office
Excellent analytical, report-writing, and communication skills
The ability to work independently while contributing to a wider team
A Diploma in Financial Planning (DipPFS) - Advanced Diploma desirable
Benefits:
Opportunities for professional development and career growth.
Flexible and hybrid office working available.
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.
Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
Introducing clients and staff commission schemes.
Pension 3% rising to 4% (but matched up to 6%) after 4 years' service.
Enhanced Maternity and Paternity pay after one years' service.
for this position, please submit your CV via the Apply Now button or contact Shannon Bunch on #
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