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Our client is one of the UKs leading and most exciting Financial Planning and Accountancy firms. They are committed to nurturing exceptional talent and helping ambitious people achieve their goals. They are looking for team players who want to take control of their career.

With four established offices across the West Country inWells,Chippenham, ExeterandYeoviland c300 highly trained and qualified staff offering service to over 5000+ clients at the highest level, they are truly a group of financial experts, fuelling ambitious individuals and companies across the South West.

They value their people highly and offer a variety of rewards and benefits. They are now looking for experienced Paraplanners to support to the Financial Planning Team working from their Wells, Yeovil, Chippenham and Exeter office's. for exceptional Career Paraplanners they will consider remote working and candidates from further afield.

Overall purpose

As a Paraplanner, you will be responsible for providing report writing and technical research support to the Financial Planners. The role will involve writing suitability reports and making financial planning recommendations.

Accountabilities and Responsibilities

You will act as the technical interface to support the Financial Planners and their clients, providing vital support to them in making suitable recommendations and the subsequent implementation

Collate and maintain information and documents required to support the advice team in providing compliant advice

Analyse portfolios, performance, benchmarks, progress towards goals, and asset allocation

Assist with the preparation of rebalancing and new investment recommendations with all attendant tax planning opportunities observed

Ensure all supporting documentation and back office systems are maintained as per company procedures and processes

CPD ensuring you remain fully up to date with developments in legislation, investment and technology

Contribute to development of best practice within the Financial Planning Team


Experience in a paraplanner role within an IFA or Wealth Management firm is essential

Attained or working towards CII Diploma in Financial Planning (Level 4)

Ability to create tailored written communication to the client detailing complex information and recommendations

Thoroughly analyse a situation to arrive at a recommendation in line with the clients objective

Confident communicator at all levels, with the ability to adapt approach depending on audience, and manage difficult discussions

Well-developed written communication skills, able to construct logical, clear, and concise documentation appropriate to given audience

Understand current regulations and how they apply to our clients

Ability to work under pressure and to deadlines

Highly self-motivated, enthusiastic, flexible and proactive approach

Ability to act professionally and with discretion

Strong organisational, prioritisation and time management skills

Shows persistence, flexibility, and innovation when faced with challenges or obstacles

Strong analytical and problem solving skills, capable of anticipating, resolving, and owning problems through to resolution

A high degree of accuracy and attention to detail, both written and numerical, is required in order to perform the duties of this role

Focus on commerciality and time/cost

Able to work well as part of a team


You will act as the technical based point of contact on a non-advisory basis and will have to deal with a variety of providers and third parties

Understand the clients requirements and deliver on time to a high standard

Fact-finding and risk profiling must be completed; shortfalls raised with planner if necessary

Thoroughly analyse a situation to arrive at a recommendation in line with the clients objective

Adhere to external regulation and internal policies

In return there is a highly competitive negotiable starting salary depending on experience + with 25 days holiday. This is exclusive of Bank Holidays which this year is an additional 9 days. People can also buy an extra 5 days of leave if they wish. You will also get our birthday off should it fall on a working day.

For ambitious applicants there is the potential to move into an Advice role.

Pension, Access to Perks at Work & Death in service at 4x salary

They are a very social bunch. Each office has an office head and a social committee who are given a budget to spend on such things. There are lots of other things in the office too such as bake offs etc. If you work in Wells for example you probably cannot go more than a fortnight without there being access to some sort of social event.

If you are looking to join a leading that really values its staff please send your CV today.

Exeter, England, UK