Paraplanner | Hybrid & Flexible Working | Career Progression in Wealth Management
Are you a skilled Paraplanner ready to take the next step in your career? Join a highly respected Chartered Financial Planning firm that puts client service, innovation, and professional development at the core of everything they do. This is a fantastic opportunity to contribute to a dynamic team in Exeter.
Why This Role?
* Be part of a collaborative team that values your input and expertise.
* Access flexible working arrangements including hybrid office/home working and part-time options.
* Enjoy genuine opportunities for career progression within a growing wealth management business.
* Work in a supportive culture that prioritises employee wellbeing and personal development.
Salary, Benefits & Perks
* Competitive salary (DOE) + discretionary bonus schemes
* 25 days annual leave + bank holidays
* Flexible benefits including buy/sell holiday, Cycle to Work, Private Medical Insurance
* Enhanced maternity and paternity pay (after one year’s service)
* Pension contribution matched up to 6% after 4 years’ service
* Death in service: 3x annual salary
* Access to Westfield Rewards, health scheme & 24-hour Employee Assistance Programme
* Commission schemes for introducing clients and staff
What You’ll Be Doing
* Collaborate with Financial Planners to deliver tailored financial solutions.
* Conduct in-depth research and analysis across pensions, investments, protection, and tax planning.
* Produce high-quality, compliant suitability reports, cashflow models and product recommendations.
* Stay on top of financial markets and products, supporting advice that meets clients’ evolving needs.
* Use Intelliflo Office and other leading technology platforms to manage workflows and reports.
* Provide technical support during client meetings, offering insight and value to the advice process.
What We’re Looking For
* Experience as a Paraplanner in an IFA or wealth management environment.
* Strong understanding of financial planning principles, regulatory frameworks, and compliance requirements.
* Excellent written communication and analytical skills, with a keen eye for detail.
* Proficiency with financial planning software (e.g., Intelliflo, Voyant, FE Analytics).
* Diploma in Financial Planning (DipPFS) essential; Advanced Diploma (or working towards) desirable.
* A team player with a proactive, solutions-focused approach.
Ready to Take the Next Step?
If you’re looking for a Paraplanner role where your skills and ideas are valued, and where you can truly develop your career, we’d love to hear from you. Apply now to join a team where you can make a meaningful impact on clients’ financial futures.
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