Join to apply for the Paraplanner- Hybrid role at Heat Recruitment
1 week ago Be among the first 25 applicants
Join to apply for the Paraplanner- Hybrid role at Heat Recruitment
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
* Salary: up to £45,000 (DOE)
* Hybrid model: split your week between home and the Exeter office
* Generous benefits package (pension, holiday, life cover)
* Funded study support toward advanced and Chartered qualifications
* Collaborative, knowledge-sharing culture with genuine career progression
Key responsibilities
* Prepare detailed suitability reports and cash-flow models
* Conduct technical research across pensions, investments, protection and tax planning
* Liaise closely with Financial Planners to craft tailored client strategies
* Ensure all recommendations meet FCA and internal compliance standards
* Maintain accurate client records within the CRM and back-office systems
About You
* Proven experience as a Paraplanner in an IFA or wealth-management environment
* Level 4 Diploma in Financial Planning (DipPFS) essential; progress toward Chartered status desirable
* Strong technical acumen and attention to detail
* Confident communicator who can translate complex concepts into clear client-friendly language
* Well-organised, proactive and comfortable working to deadlines
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Staffing and Recruiting
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