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Paraplanner Client‑Focused Wealth Planning
Remote / Online - Candidates ideally in
Exeter, Devon, EX2, England, UK
Listed on 2026-06-14
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
Job Description & How to Apply Below
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.
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