Job Title: Paraplanner
Industry: Financial Services
Location: Exeter
Salary: Up to £45,000 + 10% Pension Contribution
Reference Number: 10214


Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner to join a highly respected and award-winning Financial Planning firm. You will work closely with Financial Advisers and support staff to provide a high-quality service to clients. The role is hybrid with 2 days in the office, you will predominantly support Advisers based in the Exeter office.


Your duties as a Paraplanner will include, but not be limited to:
*Fact finding and report writing
*Client service and review support – acting as a technical point of contact
*Preparing recommendations, including documents, application forms, and suitability reports
*Collaborating with the wider team to deliver exceptional client service
*Maintaining accurate client records and ensuring compliance with FCA regulations
*Collating and pre-populating new business and servicing forms/application packs
*Producing and issuing client fee invoices


What’s in it for you:
*Salary up to £45,000, depending on experience
*10% pension contribution
*Profit share
*23 days holiday
*12 wellbeing days (typically one per month)
*Private medical insurance
*Life assurance
*Flexible start and finish times
*Hybrid working 2 days in the office (3 days initially for training)


Skills and experience required:
*Experienced Paraplanner
*Diploma qualified
*Strong written and verbal communication skills
*Driven, proactive, and committed to supporting both personal and business success
*Excellent organisation, prioritisation, and time management
*High attention to detail and ability to follow processes
*Adaptable, positive, and eager to develop with a growing business
*Strong MS Office skills


This is an excellent opportunity for a like-minded professional to join an enthusiastic, high-achieving firm with a strong reputation for employee wellbeing and exceptional client care.