Full job descriptionParaplanner (minimum level 4 qualified)
Exeter
Hybrid Working
Salary – £45,000 - £50,000 (DOE & qualification)




A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office.


Working closely with an experienced Financial Planning Director, you’ll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients.


The Role
• Preparing and writing detailed suitability reports
• Supporting annual client reviews
• Producing cashflow modelling and research
• Attending client meetings and preparing meeting notes
• Working collaboratively with advisers and wider stakeholders
• Contributing to process improvements and best practice initiatives


What’s on Offer
• Hybrid working
• Full exam support
• Supportive and collaborative environment
• Strong focus on professional development and progression
• Opportunity to work with a highly experienced team


About You
• Minimum 3 years’ paraplanning experience
• Diploma qualified (essential)
• Chartered status desirable
• Strong technical knowledge across pensions, tax planning, investments and estate planning
• Organised, proactive and client-focused approach


If you’re looking to join a respected firm where you can continue to develop your career in a supportive environment, we’d love to hear from you.


Please feel free to get in touch for a confidential conversation.