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For Companies At a Glance
- Tasks: Support senior advisers with technical expertise and deliver exceptional client service.
- Company: Reputable independent financial planning firm in Exeter.
- Benefits: Up to £47,000 salary, annual bonus, hybrid working, and generous leave.
- Why this job: Join a forward-thinking team and enhance your paraplanning career in a supportive environment.
- Qualifications: Diploma qualified with at least 3 years of paraplanning experience.
- Other info: Opportunity for professional growth in a dynamic and collaborative setting.
The predicted salary is between 28200 - 47000 £ per year.
I’m currently representing a well-regarded independent financial planning firm in Exeter. This is a fantastic opportunity for a Paraplanner with a minimum of 3 years experience to join a highly respected, forward-thinking advice business.
You’ll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection.
What’s on offer:
- Hybrid working, 2 days per week in office
- Salary up to £47,000
- Annual bonus
- Generous annual leave & pension contribution
- Life insurance – 4x base salary
- Private medical insurance
What we’re looking for:
- Diploma qualified (Level 4)
- Solid paraplanning experience, with strong technical knowledge
- Excellent report writing and research skills
- Proactive, detail-oriented, and confident working closely with advisers and clients
- Must be commuting distance from Exeter
This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.
If you’re ready to take the next step in your paraplanning career, apply today via Samantha.durbridge@idexconsulting.com
Locations
Paraplanner in Devon, Exeter employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting 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 industry, especially those who might know about opportunities at firms like the one in Exeter. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves complex cases, make sure you can confidently discuss investments, pensions, and tax planning. We want you to shine when you get that interview!
✨Tip Number 3
Showcase your report writing skills! Bring along examples of your work to demonstrate your ability to produce high-quality reports. This will help you stand out as a detail-oriented candidate who can support advisers effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our supportive environment.
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, technical knowledge, and any relevant qualifications to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background aligns with our needs. Don’t forget to mention your experience with complex cases and client service.
Showcase Your Report Writing Skills: Since excellent report writing is key for this role, consider including a sample of your work or mentioning specific projects where you’ve excelled. This will give us a taste of your writing style and attention to detail.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to investments, pensions, tax planning, and protection. Being able to discuss these topics confidently will show that you're not just a good fit for the role but also genuinely interested in the work you'll be doing.
✨Showcase Your Experience
Prepare specific examples from your past paraplanning roles that highlight your report writing and research skills. Think about complex cases you've worked on and how you contributed to delivering outstanding client service. This will help demonstrate your value to the firm.
✨Ask Smart Questions
During the interview, don’t hesitate to ask insightful questions about the firm's approach to financial planning and how they support their paraplanners. This shows that you're proactive and engaged, plus it gives you a better understanding of the company culture.
✨Be Yourself
While it's important to be professional, let your personality shine through. The firm is looking for someone who can work closely with advisers and clients, so showing your confidence and detail-oriented nature will help them see how you'd fit into their team.