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
* Conduct thorough research to support planners in delivering client recommendations
* Prepare detailed financial planning reports including cashflow modelling
* Utilise financial planning software (Intelliflo Office) to manage recommendations and workflow
* Stay up to date with financial products and industry developments
* Assist in client meetings, offering insight and technical support
* Ensure regulatory compliance and adherence to best practices
What We’re Looking For
* Proven experience as a Paraplanner within financial services
* Strong understanding of financial planning tools and compliance requirements
* Excellent communication, research, and analytical skills
* Level 4 Diploma in Regulated Financial Planning (Advanced Diploma desirable)
What’s on Offer
* Hybrid and flexible working options
* 25 days holiday plus bank holidays
* Competitive pension scheme (with matched contributions up to 6%)
* Life assurance (3x salary)
* Access to employee wellbeing and reward programmes
* Private medical insurance
* Enhanced maternity/paternity benefits
* Bonus and commission schemes for referrals
This is a fantastic opportunity to join a people-focused firm that values expertise, supports career development, and fosters a flexible and supportive working culture.
If this role sounds like it could be for you, and you would like some more information please reach out to Samantha.durbridge@idexconsulting.com