At a Glance
- Tasks: Collaborate with Financial Planners to create effective financial strategies and produce detailed reports.
- Company: Established financial planning business with a strong reputation in Exeter.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Supportive environment with opportunities to mentor less experienced colleagues.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Level 4 qualified Paraplanner with experience in complex financial cases.
The predicted salary is between 41850 - 51150 £ per year.
An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Exeter. This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice.
The position would suit an experienced, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process.
The role
- Work closely with Financial Planners to develop appropriate financial planning strategies
- Produce clear, technically accurate and compliant suitability reports
- Use cashflow modelling and scenario planning to illustrate different client outcomes
- Undertake detailed research across pensions, investments, protection and tax planning
- Review fact-finds, risk profiles and supporting documentation, identifying any gaps before cases progress
- Provide technical input and challenge recommendations where appropriate
- Support more complex financial planning cases involving multiple areas of advice
- Prepare the documentation required for new business and changes to existing arrangements
- Liaise with clients, providers and colleagues to obtain information and resolve technical queries
- Maintain accurate CRM records and ensure cases progress efficiently
- Keep informed of relevant regulatory, taxation and product developments
- Support less experienced colleagues and contribute to improvements across the paraplanning function
About you
- Strong experience working as a Paraplanner within a financial planning or wealth management business
- The CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
- Good technical knowledge across pensions and investments
- Experience producing detailed suitability reports and working on more complex advice cases
Senior Paraplanner in Exeter employer: Ortus PSR Careers
Join a forward-thinking wealth management firm in Launceston, Cornwall, where you can thrive as an Independent Financial Adviser. With a strong emphasis on client-centric service and a supportive work culture, you'll benefit from comprehensive in-house resources, marketing support, and opportunities for professional growth. Enjoy the flexibility of a home-based role while having access to office facilities, allowing you to focus on building meaningful client relationships and achieving financial independence for your clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Exeter
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus PSR Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner in Exeter
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus PSR Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus PSR Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus PSR Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus PSR Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus PSR Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus PSR Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
