Up to £45,000 DOE | Hybrid Working with Flexibility | Exeter
An established and growing financial planning firm based in Exeter is seeking to strengthen its paraplanning function. Operating in a professional, client focused environment, the business supports individuals and families with long-term financial planning across investments, pensions and wealth management. The firm values quality, collaboration and continuous development, offering a supportive setting for paraplanners at different stages of their career.
The Role
This is a fantastic opportunity for Trainee, Junior or experienced Paraplanners to join a collaborative technical team, with responsibilities tailored to your experience and qualifications. The role supports financial advisers by producing high-quality suitability reports and technical documentation, while contributing to a smooth and compliant client journey. The position offers clear progression, ongoing development and flexibility through a hybrid working model.
Responsibilities for the Paraplanner:
- Prepare suitability reports, annual reviews and technical documentation in line with FCA requirements, appropriate to your level
- Support advisers and the wider client services team throughout the client lifecycle, from onboarding to ongoing reviews
- Liaise with clients, providers and internal stakeholders to ensure accurate and timely information flow
- Maintain up-to-date and compliant records within the firm’s CRM and systems
Requirements for the Paraplanner include:
- Trainee-level candidates with a strong interest in financial planning and a desire to develop professionally are encouraged to apply
- Junior and Paraplanner level candidates will have relevant paraplanning experience within financial services
- Progress toward, or completion of, CII qualifications such as RO1 to RO6, depending on level
- Strong attention to detail, organisational skills and confidence working with technical documentation
Benefits:
- Salary up to £45,000 depending on experience and level
- Hybrid working with flexibility
- Clear development and progression pathways
- Support with professional qualifications and ongoing training
- Collaborative and supportive team culture
- Modern systems and processes
If you are looking to build or progress your paraplanning career within a supportive and forward thinking environment, we would love to hear from you.
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Charlotte Coke
Ref: 11078