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- Tasks: Prepare detailed financial planning reports and support client relationships in a collaborative team.
- Company: Established Investment Management firm with a focus on professional development.
- Benefits: Competitive salary, ongoing training, and support for professional qualifications.
- Other info: Equal opportunities employer welcoming diverse applicants.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Minimum 3 years’ paraplanning experience and strong technical knowledge of UK taxation.
The predicted salary is between 40000 - 50000 £ per year.
Our client, a well-established Investment Management firm, is seeking an experienced Paraplanner to join their growing team. You will be responsible for preparing detailed financial planning recommendations and supporting ongoing client relationships within a collaborative and professional environment. The role also offers strong support for continued development and professional qualifications.
Minimum Requirements:
- Minimum 3 years’ paraplanning experience
- CII Diploma in Financial Planning (or equivalent)
- Strong technical knowledge of UK taxation, including Capital Gains Tax, Inheritance Tax and Income Tax
- In-depth understanding of pensions and estate planning
- Experience using standardised tools, templates, and research frameworks
- Proven ability to manage workload independently and deliver high-quality outputs consistently
Core Responsibilities:
- Prepare high-quality, client-focused financial planning reports and recommendations
- Produce cashflow models to support long-term client objectives
- Conduct technical research to support advice and client reviews
- Support client meetings, including preparation of documentation and meeting notes
- Assist with ongoing client servicing, including annual reviews
- Manage your own workflow, ensuring deadlines and quality standards are met
- Work closely with Financial Planners and colleagues to support team objectives
- Identify and suggest improvements to processes, tools, and templates
- Maintain strong internal relationships and contribute to a collaborative team environment
- Keep up to date with financial planning regulations and industry developments
A highly competitive salary.
Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Paraplanner in Exeter employer: Core-Asset-Consulting
Contact Detail:
Core-Asset-Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of UK taxation and financial planning. Be ready to discuss how you've used your skills in previous roles, especially when it comes to client-focused recommendations.
✨Tip Number 3
Showcase your ability to manage workloads independently. During interviews, share examples of how you've successfully juggled multiple tasks while maintaining high-quality outputs. This will demonstrate your reliability and organisational skills.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and help you land that dream job as a Paraplanner. Plus, it’s a great way to stay updated on any new opportunities that pop up.
We think you need these skills to ace Paraplanner in Exeter
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your paraplanning experience and technical knowledge. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise in UK taxation and financial planning.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to produce high-quality financial planning reports and manage workloads independently. We love seeing quantifiable results, so if you’ve improved processes or client satisfaction, let us know!
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. A friendly tone can make your application stand out, so feel free to express your passion for financial planning and how you enjoy collaborating with teams.
Apply Through Our Website: We encourage you to submit your application directly through our website. This way, you’ll ensure it reaches the right people and you’ll have access to any additional resources we provide for applicants. Plus, it’s super easy!
How to prepare for a job interview at Core-Asset-Consulting
✨Know Your Stuff
Make sure you brush up on your technical knowledge of UK taxation, pensions, and estate planning. Be ready to discuss specific scenarios where you've applied this knowledge in your previous roles. This will show that you’re not just familiar with the concepts but can also apply them effectively.
✨Showcase Your Experience
Prepare examples from your past paraplanning experience that highlight your ability to produce high-quality financial planning reports and cashflow models. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate how you’ve managed your workload independently.
✨Be Collaborative
Since the role involves working closely with Financial Planners and colleagues, be prepared to discuss how you’ve contributed to team objectives in the past. Share examples of how you’ve maintained strong internal relationships and supported a collaborative environment.
✨Stay Updated
Keep yourself informed about the latest financial planning regulations and industry developments. Mention any recent changes or trends during your interview to show that you’re proactive and committed to your professional development.