Job Description
Paraplanner Opportunities (Trainee or Qualified) - Exeter or Remote/Hybrid
Are you looking to build or further develop your career in paraplanning within a progressive, forward-thinking Chartered environment? We are recruiting at two levels - Trainee Paraplanner/Technical Assistant and Qualified Paraplanner - offering the opportunity to join a dynamic, innovative financial planning firm recognised for delivering bespoke investment, pension and tax-efficient planning solutions.
This is an exciting time to join a growing and highly successful independent business that embraces cutting-edge technology, high professional standards and a culture that treats clients like family.
About the Opportunity
We are seeking motivated individuals to join our paraplanning and technical support team. The level at which you join will depend on your experience, qualifications and career aspirations.
Trainee Paraplanner / Technical Assistant - Office Based (Exeter)
Perfect for someone entering the profession or early in their paraplanning journey. You'll receive full support, training and exposure across the advice process. Office-based working is required to maximise hands-on learning and development.
Qualified Paraplanner - Remote or Hybrid Working
Ideal for an experienced paraplanner who can confidently support advisers with technical research, suitability reports and client documentation. Flexibility is available, including fully remote or hybrid arrangements.
Key Responsibilities (Level Dependent)
Trainee Paraplanner / Technical Assistant
- Draft Annual Review reports following triage by senior paraplanners.
- Support the technical and paraplanning team across administrative and technical tasks.
- Collaborate with advisers, senior paraplanners, client services and the investment team.
- Maintain accurate client and provider communication via phone, email, letter and face-to-face.
- Ensure the CRM system (Intelligent Office) remains compliant and up to date.
- Contribute to an efficient, organised and client-focused office environment.
- Commit to ongoing professional development and industry qualifications.
Qualified Paraplanner
- Produce high-quality suitability reports and supporting research across pensions, investments and tax-efficient planning.
- Conduct complex technical analysis and support advisers in client meetings where required.
- Liaise with clients and providers professionally and proactively.
- Maintain high compliance standards and ensure accuracy across all documentation.
- Take responsibility for managing workload independently while contributing to team success.
- Assist in developing processes and supporting continuous improvement across the paraplanning function.
Skills, Attributes & Qualifications
Trainee Level
- Keen to learn and build a long-term career in paraplanning.
- Willingness to study for and achieve relevant industry qualifications.
Qualified Level
- Demonstrable paraplanning experience within a regulated environment.
- Industry qualifications preferred (e.g., progressing toward or achieved Diploma level).
Salary & Benefits
Salary is dependent on experience and qualifications.A competitive package is available at both levels, with full training and development support for trainee applicants and flexibility for experienced paraplanners.
