Paraplanner

Hawk 3 Talent Solutions

  • Exeter
  • £50,000 per year
  • Permanent
  • Full-time
  • 2 months ago
  • Apply easily
ParaplannerLocation: Exeter, Plymouth or Weston-Super-Mare - Hybrid working options availableHours: Full time 36.25 hours per week (part time also considered)Salary: £40,000 - £50,000 per annumHawk 3 Talent Solutions, operating as an employment agency, are currently recruiting for a Paraplanner to join our clients team in either their Exeter, Plymouth or Weston-Super-Mare branch.As a Paraplanner, you'll work closely with our Financial Planners to deliver outstanding client outcomes. You'll be responsible for research, report writing, and supporting the delivery of bespoke financial advice.Your main responsibilities will include:Working with Financial Planners to conduct in-depth financial researchPreparing accurate and compliant reports, including cashflow modelling and product recommendationsInvestigating investment, pension, and protection products in line with client objectivesStaying informed of market trends and regulatory developmentsUsing Intelliflo Office to manage recommendations and workflowMaintaining high standards of compliance and industry best practiceAttending and supporting client meetings when requiredAbout you:Demonstrable experience in a Paraplanning role within financial servicesStrong understanding of financial planning principles and FCA regulationsFamiliarity with financial planning software - especially Intelliflo OfficeExcellent analytical, report-writing, and communication skillsThe ability to work independently while contributing to a wider teamA Diploma in Financial Planning (DipPFS) - Advanced Diploma desirableBenefits:Opportunities for professional development and career growth.Flexible and hybrid office working available.25 days annual leave plus bank holidays.Death in service 3 x annual salary.Access to Westfield Rewards and Health scheme.24-hour external Employee Assistance Programme helpline.Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.Introducing clients and staff commission schemes.Pension 3% rising to 4% (but matched up to 6%) after 4 years' service.Enhanced Maternity and Paternity pay after one years' service.To apply for this position, please submit your CV via the Apply Now button or contact Shannon Bunch on shannon.bunch@hawk-3.com

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