Hybrid Paraplanner — Career Growth & Chartered Path

Eden Rose; Exeter; Hybrid; GBP 48,000 - 55,000; Full time

Benefits offered by this job

Hybrid working (3 days office / 2 days

Study support toward Chartered status;

Full exam funding

Job summary

Eden Rose in Exeter is seeking an experienced Paraplanner to join a Chartered Financial Planning firm.

You’ll produce high-quality technical reports, conduct research and support advisers to deliver excellent client outcomes. Hybrid working (3 days in the office / 2 days at home) is offered, with full study support toward Chartered status and funded exams.

This is a forward-looking role with clear career progression within a supportive, investment-in-people culture.

Qualifications

• Diploma Level 4 qualified (or very close to completion).
• Previous Paraplanning experience within Financial Planning.
• Strong technical knowledge and report writing skills.
• Excellent attention to detail and communication skills.
• A collaborative team player who enjoys delivering high-quality client outcomes.

Responsibilities

• Produce high-quality technical reports for clients.
• Conduct research to support financial planning recommendations.
• Help deliver excellent client outcomes as part of the team.

Skills

Paraplanning experience

Technical report writing

Research skills

Attention to detail

Communication skills

Education

Diploma Level 4 (or nearing completion)

Job description

Eden Rose in Exeter is seeking an experienced Paraplanner to join a Chartered Financial Planning firm.

You’ll produce high-quality technical reports, conduct research and support advisers to deliver excellent client outcomes. Hybrid working (3 days in the office / 2 days at home) is offered, with full study support toward Chartered status and funded exams.

This is a forward-looking role with clear career progression within a supportive, investment-in-people culture.