Full job descriptionSenior Paraplanner, Exeter
Hybrid
About the Company
We 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 pride ourselves on building robust business infrastructures where technical expertise directly drives client satisfaction and business growth.
Role Overview
We are seeking a multi-faceted Senior Paraplanner to join our team. In this role, you will work closely with dedicated financial advisers to manage both new business generation and comprehensive client servicing. This is a highly collaborative position requiring sharp technical skills, proactive communication, and the ability to navigate complex, high-net-worth client cases smoothly.
Key Responsibilities
Technical Analysis & Advice Preparation
*Investigate and assess client financial circumstances to identify critical needs and risks.
*Gather and analyse external information to build deep, precise reviews of client financial positions.
*Formulate strategic proposals by conducting detailed market research and compiling compliant documentation.
*Draft comprehensive summaries and formal suitability reports outlining specific client recommendations.
*Construct detailed cashflow models to illustrate and support complex financial scenarios.
*Execute technical calculations including pension annual allowance/carry forward, Capital Gains Tax (CGT), and lifetime allowance options.
File Management & Compliance
*Build compliant advice files and accurately update back-office client recording systems.
*Pre-populate application forms to ensure efficient onboarding and processing of client agreed paths.
*Sense-check file data at early stages to prevent administrative roadblocks or processing delays.
Leadership & Team Collaboration
*Liaise with support staff to align operational duties and provide operational direction where required.
*Mentor junior staff by delivering training to help team members progress in their financial careers.
*Improve workflow processes to elevate the overall client journey and team working environment.
*Attend client meetings alongside advisers when necessary to assist with complex fact-finding.
What We Are Looking For
*Technical Expertise: Strong background handling high-risk, high-value, or highly technical advice cases.
*Software Proficiency: Deep working knowledge of financial research software and diverse provider systems.
*Strong Communication: The ability to confidently organise schedule interactions with advisers, management, and support teams.
*Efficiency: Proven track record working effectively within high-volume environments while maintaining strict industry standards.