Job Title

Paraplanner South West (Exeter / Plymouth / Weston-super-Mare)If you are interested in applying for this job, please make sure you meet the following requirements as listed below.Salary: 40,000 - 50,000 + BonusFull-time or part-time | Hybrid & Flexible WorkingAre you a detail-oriented Paraplanner looking to join a respected and forward-thinking financial planning firm in the South West?We're working with a leading Chartered Financial Planning practice with a strong presence across the South West. Known for its client-first approach, collaborative culture, and commitment to excellence, this firm is now looking to expand its experienced paraplanning team across its Exeter, Plymouth, and Weston-super-Mare offices.The RoleYoull play a crucial part in supporting the firms Financial Planners, delivering bespoke financial planning solutions through in-depth research and high-quality report writing. Working in a collaborative environment, youll help ensure clients receive tailored, well-researched, and compliant advice.Key ResponsibilitiesConduct thorough research to support planners in delivering client recommendationsPrepare detailed financial planning reports including cashflow modellingUtilise financial planning software (Intelliflo Office) to manage recommendations and workflowStay up to date with financial products and industry developmentsAssist in client meetings, offering insight and technical supportEnsure regulatory compliance and adherence to best practicesWhat Were Looking ForProven experience as a Paraplanner within financial servicesStrong understanding of financial planning tools and compliance requirementsExcellent communication, research, and analytical skillsLevel 4 Diploma in Regulated Financial Planning (Advanced Diploma desirable)Whats on OfferHybrid and flexible working options25 days holiday plus bank holidaysCompetitive pension scheme (with matched contributions up to 6%)Life assurance (3x salary)Access to employee wellbeing and reward programmesPrivate medical insuranceEnhanced maternity/paternity benefitsBonus and commission schemes for referralsThis is a fantastic opportunity to join a people-focused firm that values expertise, supports career development, and fosters a flexible and supportive working culture.If this role sounds like it could be for you, and you would like some more information please reach out to Samantha.durbridge@idexconsulting.com