Paraplanner in Exeter - IDEX Consulting Ltd

I'm currently representing a well-regarded independent financial planning firm in Exeter. This is a fantastic opportunity for a Paraplanner with previous experience to join a highly respected, forward-thinking advice business.

Given the business has office coverage across the Southwest, this person can be based in Somerset or Exeter.
You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection.

What's on offer:

• Hybrid working, 2 days per week in office
• Salary up to £50,000
• Annual bonus
• Generous annual leave & pension contribution
• Life insurance - 4x base salary
• Private medical insurance

What we're looking for:

• Diploma qualified (level 4)
• Solid paraplanning experience, with strong technical knowledge
• Excellent report writing and research skills
• Proactive, detail-oriented and confident working closely with Advisers and clients
• Must be commuting distance from Exeter

This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.
If you're ready to take the next step in your paraplanning career, apply today via

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