×
Register Here to Apply for Jobs or Post Jobs. X

Paraplanner Client‑Focused Wealth Planning

Remote / Online - Candidates ideally in
Exeter, Devon, EX2, England, UK
Listing for: Cap Resourcing Ltd
Full Time, Remote/Work from Home position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Paraplanner | Hybrid Role, Client‑Focused Wealth Planning
Cap Resourcing Ltd is seeking an experienced Paraplanner to join their growing financial planning office in Exeter. The role involves preparing suitability reports, supporting client reviews, and producing research. Candidates should have a minimum of 3 years' experience, be diploma qualified, and possess strong technical knowledge in pensions and investments. The position offers a hybrid working arrangement, full exam support, and opportunities for professional development in a supportive team environment.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary