Paraplanner

Paraplanner (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.

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