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For Companies At a Glance
- Tasks: Support advisers by producing tailored reports and conducting in-depth financial research.
- Company: Join a forward-thinking team that values collaboration and personal growth.
- Benefits: Remote work, ongoing training, and opportunities for professional development.
- Other info: Dynamic culture focused on learning, inclusion, and celebrating success.
- Why this job: Make a real impact on client outcomes while developing your financial expertise.
- Qualifications: Strong knowledge of financial planning and attention to detail required.
The predicted salary is between 35000 - 45000 ÂŁ per year.
We’re looking for a detail-driven, technically strong Paraplanner to join a collaborative and forward-thinking team. This is a brilliant opportunity for someone who enjoys turning complex financial information into clear, client-focused advice and wants to play a key role in delivering high-quality outcomes.
The Role
You’ll work closely with advisers, supporting the end-to-end advice process by producing high-quality reports, conducting in-depth research, and ensuring all recommendations meet regulatory standards. Your work will directly impact client outcomes, helping advisers deliver advice that is not only compliant, but genuinely valuable.
What You’ll Be Doing
- Client Advice & Reporting
- Draft clear, tailored Suitability Reports aligned to individual client needs
- Prepare Annual Review reports to support ongoing client relationships
- Ensure all documentation is accurate, compliant, and easy to understand
- Research & Analysis
- Conduct detailed research across pensions, investments, protection, and tax-efficient solutions
- Analyse client portfolios for performance, risk, and alignment with objectives
- Provide data-driven insights to support adviser recommendations
- Technical & Financial Planning Support
- Build financial plans using cashflow modelling tools
- Support technical calculations (e.g. CGT, IHT, investment risk profiling)
- Break down tax implications and help identify the most appropriate client solutions
- Compliance & Governance
- Ensure all reports meet FCA requirements and internal standards
- Maintain accurate records of the advice process and client data
- Work closely with compliance to resolve issues and refine documentation
- Stay up to date with regulatory and legislative changes
- Systems & Process
- Keep client records and back-office systems fully up to date
- Use financial planning software effectively to support delivery and compliance
- Contribute to improving templates and processes
- Personal Development
- Ongoing CPD and development support
- Regular training sessions and compliance updates
- A culture of feedback, learning, and continuous improvement
- Opportunities to shape your own progression
What We’re Looking For
- Strong technical knowledge across financial planning products and tax
- Experience in paraplanning or a similar technical role
- A high level of attention to detail and organisation
- Confident communicator - able to translate technical information clearly
- Proactive mindset with a “leave it better than you found it” approach
- A genuine team player who values collaboration and accountability
Our Culture
We believe great work comes from great people who feel supported, respected, and valued. We take ownership and are open when things don’t go to plan. We learn constantly and share knowledge. We respect different perspectives and champion inclusion. We celebrate success and recognise contributions.
Why Join Us?
You’ll be part of a team that genuinely cares about delivering high-quality advice and building long-term client relationships - while giving you the space to grow, contribute, and make an impact. If this sounds like your kind of role, we’d love to hear from you.
Paraplanner in Exeter employer: Truly Independent Ltd
Contact Detail:
Truly Independent Ltd 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 financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss financial products, tax implications, and compliance standards. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just apply anywhere—apply through our website! It shows you’re genuinely interested in joining our team and helps us keep track of your application. Plus, it’s super easy to do!
✨Tip Number 4
Follow up after interviews with a thank-you note. It’s a simple gesture that can set you apart from other candidates. Remind us why you’re the perfect fit for the Paraplanner role and express your enthusiasm for the opportunity!
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 experience in paraplanning and technical analysis. We want to see how your skills align with the role, so don’t hold back on showcasing your attention to detail and client-focused approach!
Showcase Your Technical Knowledge: Since we’re looking for someone with strong technical knowledge across financial planning products, be sure to include specific examples of your expertise. Whether it’s pensions, investments, or tax-efficient solutions, let us know how you’ve applied this knowledge in your previous roles.
Keep It Clear and Concise: When drafting your application, clarity is key! Use straightforward language and avoid jargon where possible. Remember, we appreciate clear communication, so make it easy for us to understand your qualifications and experiences.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Truly Independent Ltd
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge across financial planning products and tax. Be ready to discuss how you would approach drafting Suitability Reports or conducting detailed research. This will show that you’re not just familiar with the concepts, but you can apply them in real scenarios.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past work where your attention to detail made a difference. Whether it’s ensuring compliance or producing clear reports, demonstrating this skill will resonate well with the interviewers.
✨Communicate Clearly
Practice translating complex financial jargon into simple terms. You might be asked to explain a technical concept during the interview, so being able to communicate clearly and confidently is key. Think about how you would explain your findings to a client who may not have a financial background.
✨Emphasise Teamwork and Proactivity
This role values collaboration, so be prepared to share experiences where you worked effectively within a team. Highlight instances where you took the initiative to improve processes or support colleagues, showcasing your proactive mindset and commitment to leaving things better than you found them.