IFA Paraplanner

Exeter

We are recruiting on behalf of an established financial planning business in Devon, seeking to appoint an experienced Technical Paraplanner to join its team.

This is a great opportunity for an experienced Paraplanner with experience in an IFA environment who is looking for a new challenge. The successful candidate will provide technical and report-writing support to advisers, helping to ensure clients receive clear, accurate and well-researched financial advice.

What we’re looking for

• Previous experience as a Paraplanner within an IFA firm is essential
• Strong technical knowledge across financial planning
• Experience preparing suitability reports and supporting advisers
• Excellent attention to detail and a methodical approach
• Good communication and organisational skills
• The ability to manage your own workload and meet deadlines
• Chartered status would be highly desirable

This role is not aimed at candidates looking to move up from an administration position . The business is specifically looking for someone with proven Paraplanning experience who can make an immediate contribution to the team.

Salary: £45,000–£55,000 , depending on experience and qualifications. The higher end of the range would be considered for a Chartered Paraplanner with significant industry experience.