Senior Paraplanner

Job description

Senior Paraplanner

Exeter/ Hybrid

About the Compan

yWe are working with a premier, fast-growing financial services and wealth management group. The firm operates in a high-volume, high-value market, delivering top-tier financial advice and exceptional ongoing service to a diverse client base. They pride themselves on building robust business infrastructures where technical expertise directly drives client satisfaction and business growth

.
Role Overvi

ewWe are seeking a multi-faceted Senior Paraplanner to join the team. In this role, you will work closely with dedicated financial advisers to manage both new business generation and comprehensive client servicing. This is a highly collaborative position requiring sharp technical skills, proactive communication, and the ability to navigate complex, high-net-worth client cases smoothl

y.
Key Responsibiliti

es:
Technical Analysis & Advice Prepara

• tionInvestigate and assess client financial circumstances to identify critical needs and ri
• sks.Gather and analyse external information to build deep, precise reviews of client financial positi
• ons.Formulate strategic proposals by conducting detailed market research and compiling compliant documentat
• ion.Draft comprehensive summaries and formal suitability reports outlining specific client recommendati
• ons.Construct detailed cashflow models to illustrate and support complex financial scenar
• ios.Execute technical calculations including pension annual allowance/carry forward, Capital Gains Tax (CGT), and lifetime allowance opti

ons.
File Management & Compl

• ianceBuild compliant advice files and accurately update back-office client recording sys
• tems.Pre-populate application forms to ensure efficient onboarding and processing of client agreed p
• aths.Sense-check file data at early stages to prevent administrative roadblocks or processing de

lays.
Leadership & Team Collabo

• rationLiaise with support staff to align operational duties and provide operational direction where req
• uired.Mentor junior staff by delivering training to help team members progress in their financial ca
• reers.Improve workflow processes to elevate the overall client journey and team working enviro
• nment.Attend client meetings alongside advisers when necessary to assist with complex fact-fi

nding.
What We Are Look

• ing ForTechnical Expertise: Strong background handling high-risk, high-value, or highly technical advice
• cases.Software Proficiency: Deep working knowledge of financial research software and diverse provider s
• ystems.Strong Communication: The ability to confidently organise schedule interactions with advisers, management, and support
• teams.Efficiency: Proven track record working effectively within high-volume environments while maintaining strict industry sta

Extra information

Status

Open

Education Level

Secondary School

Location

Exeter

Type of Contract

Full-time jobs

Published at

19-06-2026

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