Paraplanner

Paraplanner, Exeter £40,000 - £50,000 plus excellent benefits and bonusesWe are partnering with a financial planning practice that genuinely stands out for the way it treats its people. Staff retention is exceptional, and the team speak about the business with real enthusiasm.This is a firm where people have a real voice, and where the hierarchy is open and approachable. If you have heard that before and been disappointed, this one is worth a closer look.Working alongside a single Adviser, you will play a central role in delivering high-quality financial planning work. This is a technical role and will suit someone who enjoys that side of Paraplanning, often dealing with more complex cases. the technical depth across research, calculations, client financial plans and suitability reports. Whether you want to be client-facing or prefer to focus on the technical side behind the scenes, they will work around what suits you. Hybrid working model with real flexibility in how and where you work.The role:Conduct research and calculations to support Adviser recommendationsCarry out product research across pensions, investments, protection and estate planningPrepare structured, high-quality suitability reports that reflect well-reasoned financial strategiesWork closely alongside one Adviser as a key part of a tight-knit teamTo apply:Level 4 Diploma in Financial Planning (essential)You must have previous experience in a Paraplanning roleStrong technical product knowledge and attention ..... full job details .....