Job Title: Paraplanner

Industry: Financial Services

Location: Exeter

Salary: Up to £45,000 + 10% Pension Contribution

Reference Number: 10214

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner to join a highly respected and award-winning Financial Planning firm. You will work closely with Financial Advisers and support staff to provide a high-quality service to clients. The role is hybrid with 2 days in the office, you will predominantly support Advisers based in the Exeter office.

Your duties as a Paraplanner will include, but not be limited to:

• Fact finding and report writing
• Client service and review support – acting as a technical point of contact
• Preparing recommendations, including documents, application forms, and suitability reports
• Collaborating with the wider team to deliver exceptional client service
• Maintaining accurate client records and ensuring compliance with FCA regulations
• Collating and pre-populating new business and servicing forms/application packs
• Producing and issuing client fee invoices

What’s in it for you:

• Salary up to £45,000, depending on experience
• 10% pension contribution
• Profit share
• 23 days holiday
• 12 wellbeing days (typically one per month)
• Private medical insurance
• Life assurance
• Flexible start and finish times
• Hybrid working 2 days in the office (3 days initially for training)

Skills and experience required:

• Experienced Paraplanner
• Diploma qualified
• Strong written and verbal communication skills
• Driven, proactive, and committed to supporting both personal and business success
• Excellent organisation, prioritisation, and time management
• High attention to detail and ability to follow processes
• Adaptable, positive, and eager to develop with a growing business
• Strong MS Office skills

This is an excellent opportunity for a like-minded professional to join an enthusiastic, high-achieving firm with a strong reputation for employee wellbeing and exceptional client care.