Paraplanner

Paraplanner (minimum level 4 qualified)ExeterHybrid WorkingSalary - £45,000 - £50,000 (DOE and qualification)A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office.Working closely with an experienced Financial Planning Director, you''ll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients.The Role• Preparing and writing detailed suitability reports• Supporting annual client reviews• Producing cashflow modelling and research• Attending client meetings and preparing meeting notes• Working collaboratively with advisers and wider stakeholders• Contributing to process improvements and best practice initiativesWhat''s on Offer• Hybrid working• Full exam support• Supportive and collaborative environment• Strong focus on professional development and progression• Opportunity to work with a highly experienced teamAbout You• Minimum 3 years'' paraplanning experience• Diploma qualified (essential)• Chartered status desirable• Strong technical knowledge across pensions, tax planning, investments and estate planning• Organised, proactive and client-focused approachIf you''re looking to join a respected firm where you can continue to develop your career in a supportive environment, we''d love to hear from you. Please feel free to get in touch for a confidential conversation. ..... full job details .....