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. Analyzing 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.
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