Senior Paraplanner

Heat Recruitment

📍 Exeter, England, United Kingdom 💼 Permanent 🕒 Posted June 05, 2026

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Job Description

                Location
Exeter
 Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89775 Recruiter Managing This Role
Paraplanner Hybrid (23 days office)

Salary up to £45,000 + bonus & benefits

An established and highly respected financial planning firm is looking to add an experienced Paraplanner or Senior Paraplanner to its growing technical team.

Working closely with advisers and client support teams, you will play a key role in delivering high-quality, compliant financial advice across a broad client base.

The Role:

Conduct detailed research and analysis of client financial arrangements

Undertake investment portfolio and asset allocation analysis

Prepare investment, pension and protection illustrations

Write clear, accurate suitability reports and service documentation

Support annual c...

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Job Details

Location Exeter, England
Job Type Permanent
Category Financial Specialists
Posted Date June 05, 2026
Application Deadline July 15, 2026