Paraplanner in Exeter - Cap Resourcing Ltd

Paraplanner (minimum level 4 qualified)

Exeter

Hybrid Working

Salary – £45,000 - £50,000 (DOE & qualification)

A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office.

Working closely with an experienced Financial Planning Director, you’ll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients.

The Role

• Preparing and writing detailed suitability reports

• Supporting annual client reviews

• Producing cashflow modelling and research

• Attending client meetings and preparing meeting notes

• Working collaboratively with advisers and wider stakeholders

• Contributing to process improvements and best practice initiatives

What’s on Offer

• Hybrid working

• Full exam support

• Supportive and collaborative environment

• Strong focus on professional development and progression

• Opportunity to work with a highly experienced team

About You

• Minimum 3 years’ paraplanning experience

• Diploma qualified (essential)

• Chartered status desirable

• Strong technical knowledge across pensions, tax planning, investments and estate planning

• Organised, proactive and client-focused approach

If you’re looking to join a respected firm where you can continue to develop your career in a supportive environment, we’d love to hear from you.

Please feel free to get in touch for a confidential conversation.