💼 Full-Time Position

Senior Paraplanner

🏢
Heat Recruitment
📍 Exeter, England, United Kingdom
📍
Location
Exeter, United Kingdom
📅
Posted
June 10, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Location

Exeter

Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89775

Recruiter Managing This Role

Paraplanner Hybrid (23 days office)

Salary up to £45,000 + bonus & benefits


An established and highly respected financial planning firm is looking to add an experienced Paraplanner or Senior Paraplanner to its growing technical team.


Working closely with advisers and client support teams, you will play a key role in delivering high-quality, compliant financial advice across a broad client base.


The Role:


  • Conduct detailed research and analysis of client financial arrangements



  • Undertake investment portfolio and asset allocation analysis



  • Prepare investment, pension and protection illustrations



  • Write clear, accurate suitability reports and service documentation



  • Support annual c...