Paraplanner

Eden Rose; Exeter; Hybrid; GBP 47,000 - 55,000; Full time

Benefits offered by this job

Hybrid working (3 days office / 2 days

Chartered study support

Paid study leave and exam funding

Career progression opportunities

Supportive, collaborative culture

Job summary

Eden Rose in Exeter is recruiting an experienced Paraplanner for its growing team. Hybrid work arrangement (3 days in the office, 2 days at home) and a clear pathway to Chartered status support the role.

You will produce high-quality technical reports, conduct in-depth research, and help deliver excellent client outcomes in a collaborative environment.

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 financial planning reports.
• Conduct research to support client recommendations.
• Collaborate with senior planners to deliver client outcomes.

Skills

Paraplanning experience

Technical knowledge

Report writing

Attention to detail

Communication skills

Team player

Education

Diploma Level 4

Job description

Up to £55,000 + Excellent Benefits

An established and rapidly growing Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its expanding team in Exeter.

Job Details

• Job Ref: 90835
• Location: Exeter, Devon
• Salary: £47,000 - £55,000 Per Annum
• Employment Type: Permanent

Paraplanner

Exeter | Hybrid

The Opportunity

You’ll work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent outcomes for clients. Whether you’re looking to remain a career Paraplanner or have aspirations to progress into an Adviser role in the future, genuine career development is available.

What We’re Looking For

• 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

What’s On Offer

• Salary of £48,000 – £55,000 depending on experience
• Hybrid working (3 days office / 2 days home)
• Full study support towards Chartered status, including paid study leave and exam funding
• Clear career progression opportunities
• Supportive, collaborative culture with genuine investment in employee development
• Opportunity to join a growing business with long-term career prospects

If you’re an experienced Paraplanner looking to join a forward-thinking financial planning firm where your development is genuinely supported, we’d love to hear from you.