Location
Exeter
Job Type
Full-time
Posted
June 17, 2026
Job Description
Hybrid (3 days office-based)
This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration.
Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives.
The Opportunity
You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients.
This role would suit someone who enjoys t...
This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration.
Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives.
The Opportunity
You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients.
This role would suit someone who enjoys t...