Senior Paraplanner: Lead Technical Financial Planning
Listed on 2026-10-25
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Finance & Banking
Financial Reporting, Financial Analyst, Senior Financial Analyst, Financial Compliance
PKF Francis Clark in Exeter is seeking an experienced Senior Paraplanner to join our growing Financial Planning team. You will take technical ownership of complex cases across pensions, investments and protection, and prepare high-quality suitability reports in line with regulatory requirements.
You'll work closely with Financial Planners, Client Executives and other Paraplanners, supporting colleagues, sharing expertise and driving continuous process improvements in a hybrid
This role is for the Senior Paraplanner:
Lead Technical Financial Planning role at PKF Francis Clark.
Learn more about the Senior Paraplanner:
Lead Technical Financial Planning role in the description above.
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This posting is for the Senior Paraplanner:
Lead Technical Financial Planning role at PKF Francis Clark, based in Exeter, England, United Kingdom.
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