At a Glance
- Tasks: Write detailed reports and conduct research to support financial planning.
- Company: Leading wealth management firm with a collaborative culture.
- Benefits: Competitive salary, private medical insurance, generous pension, and hybrid working.
- Other info: Strong career progression opportunities in a supportive team environment.
- Why this job: Join a respected firm that values your growth and offers flexibility.
- Qualifications: Proven paraplanning experience and Level 4 Diploma in Financial Planning.
The predicted salary is between 40000 - 50000 £ per year.
We are working with a leading National Wealth Manager, who are seeking an experienced Paraplanner to join their Bristol-based team. This is a fantastic opportunity to join a highly respected and growing organisation where you’ll support a senior Financial Planner in delivering high-quality, client-focused financial planning solutions, within a collaborative and forward-thinking environment.
With a hybrid working model (minimum 1 day in the office, 4 days from home), this role offers both flexibility and strong career development opportunities.
What you'll be doing:
- Write detailed suitability reports across a wide range of financial products and advice areas
- Conduct technical research to support client recommendations
- Maintain accurate and compliant client records (KYC)
- Work closely with Financial Planners to deliver the right client outcomes
- Attend client meetings and support with cashflow modelling where required
- Manage your workload to meet deadlines and targets
- Ensure all work aligns with FCA regulations and internal compliance standards
What we're looking for:
- Proven paraplanning experience within an IFA or wealth management firm.
- Strong technical knowledge across financial planning products and complex cases
- Level 4 Diploma in Financial Planning (DipPFS) – essential
- Excellent communication, organisation, and stakeholder management skills
- A proactive approach with a desire to progress towards Chartered status
- Experience with Voyant Cashflow modelling
What's on offer:
- Competitive salary
- Private medical insurance & life assurance
- Generous pension contribution
- Hybrid working (1 day office / 4 days home)
- Generous holiday allowance with option to purchase more
- Inclusive, supportive, and collaborative team culture
This is a fantastic opportunity to join a firm that truly values its people, offers strong career progression, and provides the flexibility to thrive in a modern working environment. Get in touch to find out more or apply today.
Paraplanner in Exeter employer: Nigel James Associates Ltd
Nigel James Associates Ltd is an exceptional employer, offering a dynamic work culture that prioritises professionalism and collaboration. Located in the heart of London, employees benefit from a competitive salary package, robust support for professional development, and the opportunity to work with high-net-worth clients on intricate financial planning challenges. This role not only allows for personal growth but also fosters a collegial environment where teamwork and innovation thrive.
Contact Details:
Nigel James Associates Ltd Recruitment 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 world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. We recommend role-playing with a friend or using online resources to get comfortable discussing your technical knowledge and experience.
✨Tip Number 3
Showcase your skills! Bring along examples of your suitability reports or any cashflow models you've worked on. This will demonstrate your expertise and give you an edge over other candidates.
✨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 about their job search.
We think you need these skills to ace Paraplanner in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your paraplanning experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills:Since this role involves technical research and cashflow modelling, make sure to mention your experience with tools like Voyant. We’re keen to see how you can support our Financial Planners with your expertise.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge about financial planning products and complex cases. Be ready to discuss your experience in detail, especially any specific scenarios where you've successfully supported a Financial Planner.
✨Showcase Your Reports
Prepare to talk about the suitability reports you've written. Highlight your attention to detail and how you ensure compliance with FCA regulations. This will demonstrate your understanding of the importance of accurate documentation in the paraplanning role.
✨Practice Your Communication Skills
Since you'll be working closely with Financial Planners and attending client meetings, it's crucial to showcase your communication skills. Practice explaining complex financial concepts in simple terms, as this will show your ability to connect with clients and colleagues alike.
✨Demonstrate Your Proactivity
Employers love candidates who take initiative. Share examples of how you've managed your workload effectively, met deadlines, and sought out opportunities for professional development, like progressing towards Chartered status. This shows you're not just looking for a job, but a career.
