Paraplanner

Dani at Avocet Commercial Careers is delighted to present an exceptional opportunity for an accomplished Paraplanner to join a respected wealth management practice in Newton Abbot. About the Client Our client is an established wealth management practice with a reputation for delivering exceptional financial solutions and client service. The firm prides itself on its collaborative approach, commitment to professional development, and focus on building long-term client relationships. About the Role We are seeking a technically-minded Paraplanner to provide comprehensive support to financial advisers through research, analysis, and documentation preparation. This position offers the opportunity to develop your expertise while making a significant contribution to the firm's success. Paraplanner Responsibilities * Participate in adviser debriefings following client meetings to gather essential information * Interpret and analyse client data to identify appropriate financial solutions * Utilise specialised research tools to support client goals and objectives * Prepare comprehensive documentation including suitability letters, illustrations, and key features documents * Collaborate with Technical and Compliance teams to ensure regulatory adherence * Contribute to the development and refinement of suitability report templates * Process client cases on relevant platforms with precision and attention to detail * Maintain impeccable client files and documentation in line with compliance requirements * Identify and escalate potential risk issues appropriately * Actively contribute to team development and company growth initiatives * Pursue continuous professional development through industry knowledge enhancement Paraplanner Requirements * Level 4 Diploma in Financial Services (with progression towards Level 6 Advanced Diploma) * Practical understanding of retail financial products and regulatory framework * Strong analytical skills with exceptional attention to detail * Excellent organisational abilities and effective time management * Capacity to work under pressure and prioritise competing demands * Proficient communication skills, both written and verbal * Advanced IT competency, including financial planning software * Problem-solving mindset with a methodical approach Benefits * Competitive salary between £35k - £45k depending on experience and qualifications * Generous 25 days annual holiday allowance * Employer pension contribution of 3% * Dedicated support for CII professional qualifications * Death in Service policy * Regular working hours: 8:45am - 5:15pm, Monday to Friday with early finishes throughout summer The Ideal Candidate The perfect candidate will combine technical expertise with a positive, proactive attitude. You will take ownership of your responsibilities while displaying a genuine commitment to supporting the wider team. A calm and methodical approach to problem-solving is essential, alongside a dedication to maintaining the highest standards in all aspects of your work. This role presents an outstanding opportunity to advance your paraplanning career with a forward-thinking wealth management practice. Next Steps Interested in this exceptional opportunity? Connect with Dani at Avocet Commercial Careers for a confidential discussion