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Technical Paraplanner: Strategic Financial Modelling

Job in Exeter, Devon, EX2, England, UK
Listing for: Old Mill
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Services, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A reputable wealth management firm is seeking a Technical Paraplanner to join their Wealth Management team in Exeter. This role emphasizes analysis and structured financial planning, working closely with Financial Planners to produce compliant and detailed client advice. The ideal candidate will have relevant paraplanning experience, a Diploma in Regulated Financial Planning, and strong knowledge of UK financial products. Benefits include a hybrid work model, competitive pension, and full support for professional development.

Join a supportive and technically skilled team focusing on client success.
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