Qualified Paraplanner

Exeter | Weston-super-Mare | Plymouth (choice of office)

Hybrid working – 2 days from home

Full-time | Permanent

Take Your Paraplanning Career to the Next Level

Are you a qualified paraplanner looking for a role where your expertise is genuinely valued and your development continues?

We’re partnering with a highly regarded, growing financial planning firm offering an opportunity to work on high-quality, complex advice cases, alongside a collaborative and technically strong team.

This is a career-enhancing role where you’ll be trusted to take ownership, contribute to advice strategy, and play a key role in delivering outstanding client outcomes.

The Opportunity

This is far more than a report-writing role.

You’ll work closely with Financial Planners from the outset of cases, providing real input into strategy, research, and recommendations, while also supporting and mentoring more junior team members.

What You’ll Be Doing

Leading paraplanning support across new business and client servicing cases

Analysing complex client circumstances to identify risks and opportunities

Conducting detailed research and building tailored financial solutions

Writing high-quality suitability reports and recommendations

Producing and maintaining advanced cashflow models

Handling technical calculations including:

• Pension contributions & carry forward

• CGT calculations

• Tax planning considerations

Supporting advisers at client meetings (where required)

Ensuring all work is fully compliant and audit-ready

Collaborating across teams to improve processes and client outcomes

Helping mentor and develop junior colleagues [Paraplanne...cification | PDF]

What We’re Looking For

Level 4 Diploma in Financial Planning (essential)

Proven experience in a Paraplanner role within financial planning

Strong technical knowledge across pensions, investments, and tax planning

Experience working on complex client cases

Excellent report writing and analytical skills

Confident communicator who enjoys working collaboratively

A proactive mindset with a desire to add value beyond the brief

Why This Role Stands Out

Choice of 3 office locations – work where suits you

Hybrid working – 2 days from home each week

Exposure to complex, high-value client work

A business that genuinely values paraplanning as a core advisory function

Opportunity to influence advice strategy, not just document it

Supportive culture with clear career progression pathways

Ready to Step Up?

If you’re an experienced, qualified paraplanner looking for your next challenge in a forward-thinking environment — we’d love to hear from you.

Apply today or get in touch for a confidential chat.