Paraplanner – Exeter

Exeter | £45,000–£50,000 | Hybrid working 2 days from home

An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Exeter.

This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice.

The position would suit an experienced paraplanner who enjoys working on complex investment and pension cases, contributing ideas and playing an active role in the advice process.

The role :

• Work closely with Financial Planners to develop appropriate financial planning strategies
• Produce clear, technically accurate and compliant suitability reports
• Use cashflow modelling and scenario planning to illustrate different client outcomes
• Undertake detailed research across pensions, investments, protection and tax planning
• Review fact-finds, risk profiles and supporting documentation, identifying any gaps before cases progress
• Provide technical input and challenge recommendations where appropriate
• Support more complex financial planning cases involving multiple areas of advice
• Prepare the documentation required for new business and changes to existing arrangements
• Liaise with clients, providers and colleagues to obtain information and resolve technical queries
• Maintain accurate CRM records and ensure cases progress efficiently
• Keep informed of relevant regulatory, taxation and product developments
• Support less experienced colleagues and contribute to improvements across the paraplanning function

About you

• Strong experience working as a Paraplanner within a financial planning or wealth management business
• The CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
• Good technical knowledge across pensions and investments
• Experience producing detailed suitability reports and working on more complex Progress towards Chartered status would be welcomed, although it is not essential.

What's on offer

• Salary of £45,000–£50,000, depending on experience
• Support with further professional qualifications and progression towards Chartered status
• The opportunity to work on varied and technically interesting client cases
• A collaborative working environment with experienced Financial Planners and Paraplanners
• Genuine scope to influence the advice process rather than operating solely as a report writer
• A comprehensive employee benefits package

Clear opportunities for continued professional development and career progression