At a Glance
- Tasks: Conduct research and prepare high-quality financial reports to support client strategies.
- Company: A standout financial planning practice with a supportive and enthusiastic team.
- Benefits: Competitive salary, excellent bonuses, hybrid working, and a flexible environment.
- Other info: Enjoy a dynamic role with opportunities for personal and professional growth.
- Why this job: Join a collaborative team where your voice matters and make a real impact.
- Qualifications: Level 4 Diploma in Financial Planning and previous Paraplanning experience required.
The predicted salary is between 40000 - 50000 £ per year.
We are partnering with a financial planning practice that genuinely stands out for the way it treats its people. Staff retention is exceptional, and the team speak about the business with real enthusiasm. This is a firm where people have a real voice, and where the hierarchy is open and approachable. If you have heard that before and been disappointed, this one is worth a closer look.
Working alongside a single Adviser, you will play a central role in delivering high-quality financial planning work. This is a technical role and will suit someone who enjoys that side of Paraplanning, often dealing with more complex cases. The technical depth spans research, calculations, client financial plans and suitability reports. Whether you want to be client-facing or prefer to focus on the technical side behind the scenes, they will work around what suits you.
Hybrid working model with real flexibility in how and where you work.
The role:
- Conduct research and calculations to support Adviser recommendations
- Carry out product research across pensions, investments, protection and estate planning
- Prepare structured, high-quality suitability reports that reflect well-reasoned financial strategies
- Work closely alongside one Adviser as a key part of a tight-knit team
To apply:
- Level 4 Diploma in Financial Planning (essential)
- You must have previous experience in a Paraplanning role
- Strong technical product knowledge and attention to detail
- Self-motivated and able to manage your own workload effectively
- A collaborative approach and genuine care for client outcomes
Paraplanner employer: Synchronicity Group
This financial planning practice in Exeter is an exceptional employer, renowned for its commitment to employee well-being and professional growth. With a strong emphasis on collaboration and open communication, staff enjoy a supportive work culture that values their input and fosters long-term retention. The hybrid working model offers flexibility, allowing you to tailor your work environment to suit your needs while engaging in meaningful and rewarding financial planning work.
