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Senior Paraplanner — Strategic Financial Planning Expert

Job in Exeter, Devon, EX2, England, UK
Listing for: Chase de Vere Medical
Full Time position
Listed on 2025-12-22
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
A leading financial services firm in Exeter is seeking an experienced paraplanner. In this role, you will conduct research on clients' financial planning, analyze investment portfolios, and produce technical reports. The ideal candidate should have at least 2 years of paraplanning experience and financial planning qualifications. You'll benefit from 25 days holiday, an annual bonus, and a comprehensive training program.

Join us to support our advisors and clients in achieving financial goals.
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Position Requirements
10+ Years work experience
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