Senior Paraplanner - £47,000 (DOE) + Bonus – Exeter / Hybrid
I’m currently representing a well-regarded independent financial planning firm in Exeter. This is a fantastic opportunity for a Paraplanner with a minimum of 3 years experience to join a highly respected, forward-thinking advice business.
You’ll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection.
What’s on offer:
- Hybrid working, 2 days per week in office
- Salary up to £47,000
- Annual bonus
- Generous annual leave & pension contribution
- Life insurance – 4x base salary
- Private medical insurance
What we’re looking for:
- Diploma qualified (Level 4)
- Solid paraplanning experience, with strong technical knowledge
- Excellent report writing and research skills
- Proactive, detail-oriented, and confident working closely with advisers and clients
- Must be commuting distance from Exeter
This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.
If you’re ready to take the next step in your paraplanning career, apply today via Samantha.durbridge@idexconsulting.com
Senior Paraplanner - £47,000 (DOE) + Bonus – Exeter / Hybrid