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Paraplanner (minimum level 4 qualified) Exeter Hybrid Working Salary – £45,000 - £50,000 (DOE & qualification) A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office. Working closely with an experienced Financial Planning Director, you’ll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients. The Role • Preparing and writing detailed suitability reports, • Supporting annual client reviews, • Producing cashflow modelling and research, • Attending client meetings and preparing meeting notes, • Working collaboratively with advisers and wider stakeholders, • Contributing to process improvements and best practice initiatives What’s on Offer • Hybrid working, • Full exam support, • Supportive and collaborative environment, • Strong focus on professional development and progression, • Opportunity to work with a highly experienced team About You • Minimum 3 years’ paraplanning experience, • Diploma qualified (essential), • Chartered status desirable, • Strong technical knowledge across pensions, tax planning, investments and estate planning, • Organised, proactive and client-focused approach If you’re looking to join a respected firm where you can continue to develop your career in a supportive environment, we’d love to hear from you. 📩 Please feel free to get in touch for a confidential conversation.

Director\n\nLocation: Exeter\n\nSalary: DOE\n\nWorkplace Type: Office-based\n\nEmployment Type: Full-time\n\nRole Overview\n\nThis is a senior leadership position responsible for driving both client excellence and team performance. The successful individual will oversee a substantial client portfolio, ensuring the highest standard of service delivery, while also contributing to the firm’s continued growth and operational efficiency.\n\nA key focus of the role will be developing the team, enhancing client relationships, and identifying opportunities to improve processes and mitigate risk across the business.\n\nKey Responsibilities\n\nTake ownership of a significant client portfolio, with a strong presence in the property sector\n\t\nDeliver high-quality advisory services, including complex tax planning both within and beyond your portfolio\n\t\nReview accounts and tax work to ensure technical accuracy and compliance\n\t\nProactively drive business development through client growth strategies and new client acquisition\n\t\nLead on prospective client meetings and oversee the preparation of tailored proposals\n\t\nManage the onboarding process for new clients, including establishing clear service agreements\n\t\nOversee workflow planning and resource allocation across a growing portfolio\n\t\nLead, mentor and develop team members, supporting their progression and performance\n\t\nDelegate effectively, ensuring work is completed efficiently and to a high standard\n\t\nMonitor and manage team financial performance, including utilisation, recoveries and billing\n\t\nCollaborate with the wider leadership team to share insights and contribute to business performance\n\t\nBuild and maintain a strong professional network to support both business development and client service delivery\n\nGeneral Responsibilities\n\nMaintain strict confidentiality of all client and business information\n\t\nAct in line with the firm’s values and professional standards\n\t\nStay up to date with relevant legislation, regulatory changes and technology developments\n\t\nDrive continuous improvement in systems and processes to enhance client experience\n\t\nEnsure compliance with AML procedures across the team\n\t\nMaintain a high level of technical expertise through ongoing CPD\n\nSkills & Capabilities\n\nStrong working knowledge of accounting systems and software\n\t\nAbility to communicate complex information clearly to clients and senior stakeholders\n\t\nProven leadership skills, with the ability to coach and develop high-performing teams\n\t\nStrong problem-solving and conflict resolution abilities\n\t\nCommercial awareness with the ability to identify and manage risk\n\t\nConfident presenter with strong interpersonal skills\n\nExperience & Qualifications\n\nACA or ACCA qualified, ideally with CTA (or equivalent experience)\n\t\nExtensive experience within accountancy practice at a senior level\n\t\nStrong technical expertise across advisory services and complex accounting/tax matters\n\t\nDemonstrable experience managing a large and varied client portfolio\n\t\nProven track record in business development and revenue generation\n\t\nExperience working with property sector clients is highly desirable\n\t\nExperience contributing to strategic planning and long-term business growth\n\t\nPrevious leadership of teams or service lines, with responsibility for performance and delivery\n\t\nExperience mentoring senior staff and supporting succession planning\n\nPersonal Attributes\n\nHighly commercial with strong relationship-building skills\n\t\nAn effective and inspiring leader with excellent people management abilities\n\t\nOpen-minded and adaptable, with a willingness to embrace change\n\t\nStrong attention to detail and commitment to quality\n\t\nProactive, with the ability to use initiative and drive improvements\n\t\nCollaborative team player with a positive, “can-do” approach\n\t\nHonest, transparent and professional in communication\n\nIf this role is of interest to you, please do give me a call on (phone number removed) or drop me an email at (url removed)\n\nLooking forward to hearing from you.\n\n#ASRAF

As the Tax Director/Partner you will be given autonomy to lead the tax practice within this region. The Tax Director/Partner will be ACA and/or CTA qualified with proven experience of providing corporate tax advice. A leading Accountancy Firm based in the West Midlands requires a Tax Director/Partne

You will be advising the partners and their clients on all tax matters, including income tax, capital gains, national insurance, corporate tax, inheritance tax, SDLT and VAT, as well as international matters. Provide strategic advice to partners and clients across a full range of UK taxes, including

Advise on international expansion, restructuring, M&A, tax governance/control, finance & tax tech transformations, and sector-specific tax issues (e. Business Tax Associate Director job in Cambridge with Big 4 firm. Join a top-tier professional services practice in a newly created Associate Director

Join Aristocrat as our new Director, APAC Tax, and be a key player in crafting the future of our tax operations across the Asia Pacific region! This is a rare opportunity to join a Top 20 ASX listed company at a senior level, where you can make an enduring and positive impact. Coordinate the prepara

As Delivery focused Tax Advisory Director, you’ll provide strategic, commercially focused tax advice across a varied client portfolio. Delivery focused Tax Advisory Director role in a Law Firm - Midlands-Based/Flexible hybrid-working. Tax planning for high-net-worth individuals and owner-managed b

Community Learning and Development Support Worker (Temporary).Based within Adult and Family learning, the post will provide dedicated adult and family learning support as part of the Council’s Connected Communities team – a great opportunity to develop your career as a Community Learning and Dev

Are you an influential Corporate Tax leader looking to step into a role where you can shape strategy, drive growth, and lead a high-performing team? Hays are partnering with a leading national professional services firm to appoint a Corporate Tax Director or ambitious Senior Manager to join and help

Renfrewshire Council are looking to recruit enthusiastic and caring early learning support workers for our general supply pool.Appointable candidates will be required to work on a temporary basis covering short or long-term requirements within early learning and childcare establishments across the f

As Delivery focused Tax Advisory Director, you'll provide strategic, commercially focused tax advice across a varied client portfolio. Tax planning for high-net-worth individuals and owner-managed businesses. With less emphasis on business development, you will enjoy more time to focus on providing

The salary advertised is full time (35 hours per week, 52 weeks per year).Part-time hours / sessional posts will be pro-rated accordingly.This is a 39 week sessional post i.We are looking for an enthusiastic Early Years Support Worker to join our Rosehill Early Learning and Childcare Team.This is an

Proven track record as a Finance Director or senior finance leader within a PE-backed, manufacturing, engineering or industrial environment. Exciting Finance Director job for a £250m PE-backed manufacturing group in Somerset. As Finance Director, you will act as the financial lead for the organisat

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The Group Managing Director will hold overall responsibility for the strategic, operational, financial, and governance performance of the organisation.

I like working in safeguarding because it is the team that best enables relationship-based practice.I am very keen to develop a connection with the children and families I support, and I put a lot of effort into this.When we reach the end of our journey together and children are safely cared for by

We are Plumb Centre, part of the Wolseley Group - a leading specialist trade merchant across the UK and Ireland.We pride ourselves in putting our people and customers at the heart of everything we do – and best of all, provide opportunities to develop skills and build careers through our award-win

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Working in our Children’s Homes means being a part of a young person’s day to day life.This means being there for the highest highs and lowest lows.Our shift leaders enable our young people to get their childhood back and create pathways to become well rounded adults – an incredibly rewarding

Competitive Salary + Bonus + Excellent Benefits.We are Plumb Centre, part of the Wolseley Group - a leading specialist trade merchant across the UK and Ireland.We pride ourselves in putting our people and customers at the heart of everything we do – and best of all, provide opportunities to develo

Hours: Waking nights (4 on / 4 off).Working in our Children’s Homes means being a part of a young person’s day to day life.This means being there for the highest highs and lowest lows.Our night support workers are a part of enabling our young people to get their childhood back and create pathw

Wanted - Managing Partner/Director to scale ER Services Consultancy. You’ll be skilled at being an accomplished Managing Partner/Director, preferably knowing the machinations of owner-led small business life! Above all, you’ll possess the EQ and IQ to craft game changing opportunity and generate

Managing Director - Professional Services Recruitment. Managing Director - Professional Services Recruitment. FIFTEEN WEST is partnering with a high-performing international search business to appoint a Managing Director to lead and scale its Professional Services recruitment platform across the UK

Managing Director – Contract Electronics Manufacturing - North West England (onsite). A UK-based contract electronics manufacturer is seeking a commercially driven and sales focused Managing Director to lead its next phase of growth.

The UK Managing Director will play an important role in delivering long term growth of the business through successful delivery of a strategic plan aligned with group aspirations. They are looking to add to the existing strength of the senior leadership team with the appointment of Managing Director

Our client is a specialist services division within a larger group is seeking an experienced.The division has grown through the.The businesses are commercially strong but require interim leadership.Step in immediately and take charge and stewardship.Give the Group CEO a clear, candid diagnosis.Tight

MacGregor Black are partnering with a.High-Growth Outdoor Consumer Brand.This is a rare chance to step into a founder-level leadership role in a fast-growing, profitable consumer brand with a clear pathway to.Backed by entrepreneurial investors, the business has strong product-market fit, loyal cust

Managing Director – Supplements, High Growth & Excellent Exit Value Potential. Backed by significant parent Group investment and ambitious international growth plans, the business is now seeking to appoint a commercially driven Managing Director to lead its next phase of expansion.

Business Development Director – Real Estate Finance.

We are interested in speaking with proven senior leaders who have operated in positions such as Managing Director, General Manager, Commercial Director, Sales Director, or Divisional Director. The incoming Managing Director will:. ASR International specialises in Commercial, Operational and Sales-ba

Proven experience as a Managing Director, General Manager, Divisional Director or equivalent senior leadership role. As a result, the company is seeking a strategic and commercially focused Managing Director to lead all commercial, operational, and technical functions, working closely with the Senio

You may currently be a Managing Director, Operations Director, Regional Director or General Manager stepping into full business leadership. The Managing Director will take responsibility for day-to-day performance, organisational leadership and delivery across the group. As the embedded hiring partn

We are seeking a high-calibre Divisional Managing Director to lead Digital Operations, taking full ownership of strategy, performance and growth.

Managing Director / Yorkshire / £120k–£140k + EMI Equity Scheme. We have been instructed on an executive search for a Managing Director. This is a high-impact leadership role for a commercially astute Managing Director who understands how to grow founder-led professional services businesses and

Project Development and Finance Senior Associate / Legal Director 5+ PQE. Our client, a highly ranked international firm are seeking a Senior Associate / Legal Director to join their Energy & Natural Resources team.

Managing Director, Insurance Practice. Shape the Future of the Insurance Industry: Managing Director, Insurance Practice.

Acting as a trusted advisor to CFOs, Finance Directors and operational stakeholders.

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