Paraplanner

Job Description

Paraplanner – South West (Exeter / Plymouth / Weston-super-Mare)

Salary: £40,000 - £50,000 + Bonus

Full-time or part-time | Hybrid & Flexible Working


Are you a detail-oriented Paraplanner looking to join a respected and forward-thinking financial planning firm in the South West?


We're working with a leading Chartered Financial Planning practice with a strong presence across the South West. Known for its client-first approach, collaborative culture, and commitment to excellence, this firm is now looking to expand its experienced paraplanning team across its Exeter, Plymouth, and Weston-super-Mare offices.


The Role

You’ll play a crucial part in supporting the firm’s Financial Planners, delivering bespoke financial planning solutions through in-depth research and high-quality report writing. Working in a collaborative environment, you’ll help ensure clients receive tailored, well-researched, and compliant advice.


Key Responsibilities

1. Conduct thorough research to support planners in delivering client recommendations
2. Prepare detailed financial planning reports including cashflow modelling
3. Utilise financial planning software (Intelliflo Office) to manage recommendations and workflow