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Paraplanner
Job Summary
Advertiser
Salary / Rate
Posted
Mellis Blue
£35,000 - £45,000
28th February 2026
Location
Start Date
Langford
Type
Job Sector
permanent
Accountancy, Financial, Banking & Insurance
We are seeking a dedicated and experienced Paraplanner to join our client's team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients' needs are accurately understood and met, contributing to the delivery of high-quality financial advice. The ideal candidate will possess a strong understanding of paraplanning duties and be prepared to contribute proactively to the planning meetings. You will be expected to demonstrate professionalism, attention to detail, and a comprehensive understanding of financial planning procedures. This role offers 23 days holiday, wellbeing days, 10 % employer pension contribution, private medical, private health insurance and life assurance. Hybrid working available as well. Financial Planning Assist the financial planning teams in managing…
