Senior Paraplanner

Senior Paraplanner - Exeter Exeter £45,000-£50,000 Hybrid working 2 days from home - based in the Exeter office, with one day a week in the Taunton office An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Exeter. This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice. The position would suit an experienced, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process. The role You will: Work closely with Financial Planners to develop appropriate financial planning strategies Produce clear, technically accurate and compliant suitability reports Use cashflow modelling and scenario planning to illustrate different client outcomes Undertake detailed research across pensions, investments, protection and tax planning Review fact-finds, risk profiles and supporting documentation, identifying any gaps before cases progress Provide technical input and challenge recommendations where appropriate Support more complex financial planning cases involving multiple areas of advice Prepare the documentation required for new business and changes to existing ..... full job details .....