Paraplanner in Exeter

Job description

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

Extra information

Status

Open

Education Level

Secondary School

Location

Exeter

Type of Contract

Part-time jobs

Published at

06-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English