A leading UK wealth management firm is looking for a Level 4 Diploma qualified Paraplanner to join its well-established and highly respected Financial Planning team in Exeter. This is an excellent opportunity for an experienced Paraplanner seeking to step up into a top-tier private wealth environment, working closely on a one-to-one basis with a Senior Financial Planning Director and their portfolio of HNW and UHNW clients.
You’ll be part of a collaborative, knowledgeable and supportive team where high-quality advice, strong professional standards and long-term career development are key priorities.
The firm provides full exam support, a clearly defined progression pathway and a culture that actively promotes ongoing professional development.
The Opportunity
This role is ideal for a technically capable Paraplanner who wants to further develop their expertise within a highly professional setting. You will gain exposure to complex financial planning work and be part of a business that values accuracy, integrity and career development.
You will have the opportunity to:
- Work alongside a Financial Planning Director to deliver detailed, client-focused advice
- Prepare high-quality cashflow models, research and suitability reports
- Contribute to technical discussions and strategy development within a leading planning team
- Attend client meetings and gain first-hand exposure to UHNW client relationships – should you want to
- Benefit from structured learning, exam sponsorship
Key Responsibilities
- Prepare financial planning reports and client recommendations to a high standard
- Conduct research and analysis across pensions, investments, taxation, and estate planning
- Support Financial Planning Directors in delivering advice and annual reviews
- Manage your own workload and maintain exceptional attention to detail
- Collaborate with internal teams to ensure consistency and best practice in advice delivery
About You
- Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential
- 2–3 years of paraplanning experience within a financial planning or wealth management environment
- Strong technical knowledge of pensions, investments, and taxation
- Excellent written and verbal communication skills
- Proactive, detail-oriented, and eager to continue developing professionally
- Able to attend the Exeter office several times per week as part of a hybrid arrangement
Benefits
- Annual discretionary bonus
- 9% employer pension contribution
- Life cover and income protection
- Private Medical Insurance
- 25 days’ holiday plus bank holidays
- Option to buy or sell additional holidays
- Ongoing professional development and full exam support
- Hybrid working environment
Why Apply?
This is a rare opportunity to join one of the UK’s most respected wealth management firms, known for its integrity, client focus and commitment to professional excellence. You will work with an experienced financial planner on complex client cases, receive full support for further qualifications, and enjoy a long-term career path within a high-calibre planning environment.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
