Paraplanner

Paraplanner | Hybrid & Flexible Working | Career Progression in Wealth Management

Are you a skilled Paraplanner ready to take the next step in your career? Join a highly respected Chartered Financial Planning firm that puts client service, innovation, and professional development at the core of everything they do. This is a fantastic opportunity to contribute to a dynamic team in Exeter.

Why This Role?

• Be part of a collaborative team that values your input and expertise.
• Access flexible working arrangements including hybrid office/home working and part-time options.
• Enjoy genuine opportunities for career progression within a growing wealth management business.
• Work in a supportive culture that prioritises employee wellbeing and personal development.

Salary, Benefits & Perks

• Competitive salary (DOE) + discretionary bonus schemes
• 25 days annual leave + bank holidays
• Flexible benefits including buy/sell holiday, Cycle to Work, Private Medical Insurance
• Enhanced maternity and paternity pay (after one year’s service)
• Pension contribution matched up to 6% after 4 years’ service
• Death in service: 3x annual salary
• Access to Westfield Rewards, health scheme & 24-hour Employee Assistance Programme
• Commission schemes for introducing clients and staff

What You’ll Be Doing

• Collaborate with Financial Planners to deliver tailored financial solutions.
• Conduct in-depth research and analysis across pensions, investments, protection, and tax planning.
• Produce high-quality, compliant suitability reports, cashflow models and product recommendations.
• Stay on top of financial markets and products, supporting advice that meets clients’ evolving needs.
• Use Intelliflo Office and other leading technology platforms to manage workflows and reports.
• Provide technical support during client meetings, offering insight and value to the advice process.

What We’re Looking For

• Experience as a Paraplanner in an IFA or wealth management environment.
• Strong understanding of financial planning principles, regulatory frameworks, and compliance requirements.
• Excellent written communication and analytical skills, with a keen eye for detail.
• Proficiency with financial planning software (e.g., Intelliflo, Voyant, FE Analytics).
• Diploma in Financial Planning (DipPFS) essential; Advanced Diploma (or working towards) desirable.
• A team player with a proactive, solutions-focused approach.

Ready to Take the Next Step?

If you’re looking for a Paraplanner role where your skills and ideas are valued, and where you can truly develop your career, we’d love to hear from you. Apply now to join a team where you can make a meaningful impact on clients’ financial futures.