Associate Paraplanner

Associate Paraplanner, ExeterHybridAbout the CompanyWe are a premier, fast-growing financial services and wealth management group. Our firm operates in a high-volume, high-value market, delivering top-tier financial advice and exceptional ongoing service to a diverse client base. We are dedicated to nurturing talent, providing a structured progression framework where junior professionals can build their technical skills alongside elite industry experts.Role OverviewWe are seeking a structured and motivated Associate Paraplanner to join our team. This role represents your first formal step into paraplanning, designed to provide critical support to Financial Planners and Senior Paraplanners. You will focus on delivering incremental, low-risk advice for existing clients while gaining hands-on exposure to highly complex and high-net-worth cases.Key ResponsibilitiesIncremental Advice and AnalysisManage low-risk advice events including plan top-ups, withdrawals, changes to client income requirements, and investment risk adjustments.Investigate and assess existing client financial circumstances to help planners identify client needs and risks.Gather external information by requesting data from providers to enable detailed analysis of client positions.Draft formal documentation including all written summaries and suitability recommendations for low-risk cases.Prepare cashflow models and update existing scenarios to support ongoing advice requirements.Execute basic calculations under ..... full job details .....