Trainee Paraplanner
Job in
Exeter, Devon, EX2, England, UK
Listed on 2026-07-27
Listing for:
Hybrid Advice
Apprenticeship/Internship
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
We're looking for a trainee paraplanner for our Exeter hub Southernhay Financial Planning.
Our ideal candidate must have:
- Some experience of working in an advice business in a client facing role, either as an administrator or a paraplanner
- Already drafted client communications such as annual review letters
- A keen interest in progressing their skills, experience and qualifications in the direction of a paraplanning role
- A positive, can do attitude and be able to work well as part of a team
Our ideal candidate may have:
- Some experience already of writing advice reports for clients
- Already started on their qualifications journey through the CII
What we offer:
- Competitive pay and benefits
- Flexible working - 2 days in the office per week
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