Paraplanner- Hybrid

Heat Recruitment; Exeter; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A leading Chartered Financial Planning practice is looking for an experienced Paraplanner to join their Exeter team. This role offers the flexibility of hybrid working along with a competitive salary and comprehensive benefits package. Candidates should possess a Level 4 Diploma in Financial Planning and have strong technical acumen, thriving in a collaborative environment focused on client strategy development.

Benefits

Generous benefits package including pension and life cover

Funded study support toward advanced and Chartered qualifications

Qualifications

• Proven experience as a Paraplanner in an IFA or wealth-management environment.
• Progress toward Chartered status desirable.
• Well-organised, proactive and comfortable working to deadlines.

Responsibilities

• Prepare detailed suitability reports and cash-flow models.
• Conduct technical research across pensions, investments, protection, and tax planning.
• Ensure all recommendations meet FCA and internal compliance standards.

Skills

Technical Acumen

Communication

Attention to Detail

Education

Level 4 Diploma in Financial Planning

Job description

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Join to apply for the Paraplanner- Hybrid role at Heat Recruitment

Paraplanner – Up to £45,000

• Hybrid Working (Exeter)
  
  

Our client—a well-established, Chartered Financial Planning practice—is looking for an experienced Paraplanner to strengthen its Exeter-based team. If you thrive on producing high-quality, compliant advice and want the flexibility of hybrid working, this could be the ideal next step in your career.

What’s In It For You

• Salary: up to £45,000 (DOE)
• Hybrid model: split your week between home and the Exeter office
• Generous benefits package (pension, holiday, life cover)
• Funded study support toward advanced and Chartered qualifications
• Collaborative, knowledge-sharing culture with genuine career progression
  
  

Key responsibilities

• Prepare detailed suitability reports and cash-flow models
• Conduct technical research across pensions, investments, protection and tax planning
• Liaise closely with Financial Planners to craft tailored client strategies
• Ensure all recommendations meet FCA and internal compliance standards
• Maintain accurate client records within the CRM and back-office systems
  
  

About You

• Proven experience as a Paraplanner in an IFA or wealth-management environment
• Level 4 Diploma in Financial Planning (DipPFS) essential; progress toward Chartered status desirable
• Strong technical acumen and attention to detail
• Confident communicator who can translate complex concepts into clear client-friendly language
• Well-organised, proactive and comfortable working to deadlines

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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