Paraplanner

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

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

Following continued growth and recent acquisitions, this is an excellent opportunity to join a business that is investing heavily in its people, technology and long-term development, rather than simply maintaining the status quo.

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.