Paraplanner - 2 days home working
Qualified Paraplanner Exeter Weston-super-Mare Plymouth (choice of office) Hybrid working - 2 days from home Full-time PermanentTake Your Paraplanning Career to the Next LevelAre you a qualified paraplanner looking for a role where your expertise is genuinely valued and your development continues?We''re partnering with a highly regarded, growing financial planning firm offering an opportunity to work on high-quality, complex advice cases, alongside a collaborative and technically strong team.This is a career-enhancing role where you''ll be trusted to take ownership, contribute to advice strategy, and play a key role in delivering outstanding client outcomes.The OpportunityThis is far more than a report-writing role.You''ll work closely with Financial Planners from the outset of cases, providing real input into strategy, research, and recommendations, while also supporting and mentoring more junior team members.What You''ll Be Doing Leading paraplanning support across new business and client servicing cases Analysing complex client circumstances to identify risks and opportunities Conducting detailed research and building tailored financial solutions Writing high-quality suitability reports and recommendations Producing and maintaining advanced cashflow models Handling technical calculations including:• Pension contributions and carry forward• CGT calculations• Tax planning considerations Supporting advisers at client meetings (where required) Ensuring all work is fully ..... full job details .....
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