Paraplanner

• Location: Bath or Exeter, UK
• Job Type: Full-time, Hybrid (2 days in office)
• Salary: £38,000 - £45,000 plus up to 10% bonus potential

Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in either their Bath or Exeter offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression.

Day-to-Day of the Role:

• Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries.
• Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations.
• Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning.
• Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions.
• Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters.
• Manage cashflow forecasting for clients and provide technical support for complex queries.
• Prepare investment materials, quotes, and illustrations for client meetings and suitability reports.
• Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures.
• Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently.

Required Skills & Qualifications:

• Level 4 Diploma in Financial Planning.
• Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements.
• Proficient in report writing and performing financial calculations.
• Excellent communication skills and the ability to work effectively within a team.
• Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines.

Benefits:

• Competitive salary and bonus structure.
• Comprehensive benefits package.
• Opportunities for professional development and career advancement within a thriving firm.
• Supportive and collaborative working environment.

If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.