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Paraplanner
Job Summary
Advertiser
Salary / Rate
Posted
Michael Page
Neg
28th February 2026
Location
Start Date
Devon
Type
Job Sector
permanent
Accountancy, Financial, Banking & Insurance
This is an exciting opportunity for a Paraplanner to join a well-regarded professional Finance services team in Plymouth. The role requires a detail-oriented individual to provide high-quality support within the legal department. Client Details Our client is a respected organisation within the professional services industry, known for its commitment to excellence. They are a medium-sized firm offering comprehensive services and support to their clients. Description Prepare detailed and accurate reports for clients in collaboration with advisors. Conduct research and analyse financial information to support client solutions. Ensure compliance with regulatory and legal requirements in all documentation. Assist in preparing and updating financial plans and investment reviews. Maintain client records and manage relevant documentation effectively. Provide technical support to advisors and other team members. Ensure timely and accurate completion of administrative tasks. Contribute to the…
