Exeter
Senior Paraplanner \n Taunton | Exeter or Plymouth Hybrid Working (3 Days Office, 2 Days Home) Up to £50,000 + Excellent Benefits \n Are you an experienced Paraplanner looking for a role where your expertise will genuinely influence client outcomes and financial planning strategies? \n This is an exciting opportunity to join a highly regarded and growing financial planning team where you'll work closely with Financial Planners and Client Executives to deliver exceptional advice and long-term financial solutions. More than a traditional paraplanning position, you'll play a key role in shaping client recommendations, contributing to complex cases, and helping clients achieve their financial goals. \n You'll be part of a collaborative and supportive environment that encourages professional development, career progression, and continued learning. \n The Role \n As a Senior Paraplanner, you will: \n\n • Work closely with Financial Planners and Client Executives to deliver a seamless client experience.\n, • Produce high-quality suitability reports that clearly explain recommendations and outcomes.\n, • Conduct technical research across pensions, investments, protection, and wider financial planning areas.\n, • Use cashflow modelling and scenario planning tools to support client decision-making.\n, • Analyse and review fact-finds, risk profiles, and client information to identify opportunities and potential gaps.\n, • Assist in the development and review of complex financial planning strategies.\n, • Prepare application forms and supporting documentation for new business and existing client changes.\n, • Liaise with providers, clients, and colleagues to obtain information and resolve queries efficiently.\n, • Maintain accurate client records and ensure compliance with regulatory requirements.\n, • Keep up to date with industry developments, tax legislation, and FCA regulations.\n, • Contribute ideas and best practice to help improve processes and client outcomes.\n\n About You \n To be successful, you will have: \n\n • Previous experience in a Paraplanning role.\n, • CII Level 4 Diploma in Financial Planning (or equivalent).\n, • Strong technical knowledge across pensions, investments, and protection products.\n, • Excellent understanding of FCA regulations and compliance requirements.\n, • The ability to simplify complex financial concepts into clear and concise reports.\n, • Experience using financial planning software, cashflow modelling tools, CRM systems, and Microsoft Office.\n, • Strong analytical and problem-solving skills with excellent attention to detail.\n\n What's on Offer? \n\n • Salary up to £50,000\n, • Hybrid working pattern (3 days in the office, 2 days from home)\n, • Generous pension contribution\n, • Life assurance and income protection\n, • Health cash plan\n, • Virtual GP services and employee assistance programme\n, • Enhanced family-friendly benefits\n, • Option to purchase additional annual leave\n, • Paid volunteering day\n, • Cycle to work scheme\n, • Gym and wellbeing discounts\n, • Ongoing professional development and support towards further qualifications\n, • Clear career progression opportunities\n\n Why Apply? \n This is an excellent opportunity for a talented Paraplanner who wants more than just report writing. You'll be part of a forward-thinking team where your technical expertise is valued, your ideas are heard, and your professional development is actively supported. \n If you're looking for a rewarding role with genuine career progression, flexibility, and the chance to make a real impact on clients' financial futures, we'd love to hear from you. \n