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For Companies At a Glance
- Tasks: Prepare detailed reports and support high-net-worth clients with financial planning.
- Company: Respected financial planning firm in Exeter with a collaborative culture.
- Benefits: Hybrid working, full exam support, and strong focus on professional development.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a highly experienced team and make a real impact in clients' financial journeys.
- Qualifications: Minimum 3 years’ paraplanning experience and diploma qualified.
The predicted salary is between 45000 - 50000 £ per year.
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 initiatives
What’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 team
About 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 approach
If 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.
Locations
Paraplanner in Devon, Exeter employer: CAP Resourcing LTD
Contact Detail:
CAP Resourcing LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Devon, Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, tax planning, and investments. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner in Devon, Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant qualifications to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how your background aligns with our needs. Be specific about your experience with high-net-worth clients and your approach to client-focused advice.
Showcase Your Technical Knowledge: Since we’re looking for someone with strong technical knowledge, don’t shy away from mentioning your expertise in pensions, tax planning, and investments. This will help us see how you can contribute to our team right away.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at CAP Resourcing LTD
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, tax planning, and investments. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the field.
✨Prepare for Suitability Reports
Since you'll be preparing detailed suitability reports, practice writing a few examples beforehand. This will help you articulate your thought process during the interview and demonstrate your ability to deliver high-quality client-focused advice.
✨Show Your Collaborative Spirit
This role involves working closely with advisers and stakeholders, so be ready to share examples of how you've successfully collaborated in the past. Highlighting your teamwork skills can set you apart from other candidates.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's approach to financial planning and their support for professional development. This shows that you're not only interested in the role but also in how you can grow within the company.