Financial Planning Advisor

3 days ago

Exeter, Devon, United Kingdom Capio Recruitment Full time
Job Title: Client-Facing Paraplanner

Location: Exeter, UK - Other office locations in surrounding areas.

Salary: £35,000 to £45,000 plus performance bonus & company benefits package

A leading Financial Planning business with multiple offices in the South West is seeking a skilled Client-Facing Paraplanner to join their existing advice team.

The successful candidate will provide technical support to existing clients and the Senior Leadership Team, producing high-quality financial analysis and suitability letters, preparing client review information, and undertaking research to create cash flow modelling reports.

Key Responsibilities:

  • Deliver exceptional client service and support to existing clients and the Senior Leadership Team.
  • Produce detailed financial analysis and suitability reports to ensure first-class advice service delivery.
  • Prepare comprehensive client review information for annual meetings.
  • Conduct research and create cash flow modelling reports to inform client advice.

Requirements:

  • Candidates should hold the Level 4 Diploma in Regulated Financial Planning.
  • Previous experience in a fast-paced Paraplanning role is essential.
  • Excellent communication and interpersonal skills are required to build strong relationships with colleagues and clients.
  • A team player with a strong work ethic is essential for success in this role.

For further information, please contact Joe Cowell at Capio Recruitment.

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