Paraplanner, Exeter | £35,000 – £45,000 plus excellent benefits & bonuses
We 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 recommendations
*Carry out product research across pensions, investments, protection and estate planning
*Prepare structured, high-quality suitability reports that reflect well-reasoned financial strategies
*Work closely alongside one Adviser as a key part of a tight-knit team
To apply:
*Level 4 Diploma in Financial Planning (essential)
*You must have previous experience in a Paraplanning role
*Strong technical product knowledge and attention to detail
*Self-motivated and able to manage your own workload effectively
*A collaborative approach and genuine care for client outcomes
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.