Cap Resourcing Ltd

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.