Paraplanner - Pavilion Recruitment Solutions : Job Details

My name is Eric, I specialise in recruiting within the Regulated Wealth Management market here at Pavilion Recruitment.

My client is a Chartered Independent Financial Planning firm who specialises in providing bespoke face to face financial planning solutions to their HNW client base.

Offering a great representation, hybrid working, benefits and support to grow within.

Seeking Level 4 Paraplanner candidates to join their growing team in the Exeter area.

Description:

A paraplanner plays a crucial role in supporting financial advisers by carrying out research, analysis, and preparing detailed financial plans.

Responsibilities include:

• conducting in-depth research on financial products
• analysing client data, and running risk assessments to align with clients' financial goals
• draft comprehensive financial reports and plans, ensuring that complex financial data is translated into clear, client-friendly summaries.
• assist with technical queries, prepare meeting notes, and ensure follow-up actions are addressed

Ensure compliance with regulatory standards, maintain accurate client records, and prepare regular review packs to keep financial advice up to date. Manage client files, work closely with advisers, and liaise with third parties to clarify product information. Additionally, proficient in financial planning software, using it for cash flow modelling and portfolio management.