EXETER
Paraplanner – Up to £45,000 • Hybrid Working (Exeter)
Our client—a well-established, Chartered Financial Planning practice—is looking for an experienced Paraplanner to strengthen its Exeter-based team. If you thrive on producing high-quality, compliant advice and want the flexibility of hybrid working, this could be the ideal next step in your career.
What’s in it for you
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Salary: up to £45,000 (DOE)
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Hybrid model: split your week between home and the Exeter office
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Generous benefits package (pension, holiday, life cover)
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Funded study support toward advanced and Chartered qualifications
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Collaborative, knowledge-sharing culture with genuine career progression
Key responsibilities
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Prepare detailed suitability reports and cash-flow models
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Conduct technical research across pensions, investments, protection and tax planning
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Liaise closely with Financial Planners to craft tailored client strategies
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Ensure all recommendations meet FCA and internal compliance standards
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Maintain accurate client records within the CRM and back-office systems
About you
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Proven experience as a Paraplanner in an IFA or wealth-management environment
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Level 4 Diploma in Financial Planning (DipPFS) essential; progress toward Chartered status desirable
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Strong technical acumen and attention to detail
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Confident communicator who can translate complex concepts into clear client-friendly language
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Well-organised, proactive and comfortable working to deadlines