Technical Paraplanner: Strategic Financial Modelling - Exeter - Old Mill

    Old Mill
    Old Mill Exeter

    1 day ago

    Description
    A reputable wealth management firm is seeking a Technical Paraplanner to join their Wealth Management team in Exeter.

    This role emphasizes analysis and structured financial planning, working closely with Financial Planners to produce compliant and detailed client advice.

    The ideal candidate will have relevant paraplanning experience, a Diploma in Regulated Financial Planning, and strong knowledge of UK financial products.

    Benefits include a hybrid work model, competitive pension, and full support for professional development. Join a supportive and technically skilled team focusing on client success.
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