Financial Planning Advisor

2 days ago


Exeter, Devon, United Kingdom Capio Recruitment Full time £35,000 - £45,000
Client-Facing Paraplanner Opportunity

We are seeking a skilled Paraplanner to join our advice team in Exeter, UK. As a client-facing Paraplanner, you will play a key role in supporting our Senior Leadership in delivering high-quality advice to our existing client base.

Your primary focus will be on helping to develop and maintain strong relationships with our clients, attending client review meetings, and liaising directly with clients on existing advice cases. You will also be responsible for producing detailed suitability reports and robust financial plans to ensure our clients receive exceptional service.

Key responsibilities include:

  • Producing high-quality financial analysis and suitability letters
  • Attending annual client review meetings
  • Liaising with clients on existing advice cases
  • Developing and maintaining strong relationships with clients

We are looking for a highly skilled and experienced Paraplanner who holds the Level 4 Diploma in Regulated Financial Planning. If you are a motivated and client-focused individual with a passion for financial planning, we would love to hear from you.

Salary: £35,000 to £45,000 plus performance bonus & company benefits package



  • Exeter, Devon, United Kingdom Capio Recruitment Financial Planning Full time

    About the Role:Capio Recruitment Financial Planning is seeking a skilled Paraplanner to join their team in Exeter. As a Paraplanner, you will play a critical role in supporting financial advisors to provide top-quality financial planning advice and investment solutions to clients.Key Responsibilities:Research and analyze financial products to prepare...


  • Exeter, Devon, United Kingdom Capio Recruitment Financial Planning Full time

    About the Role:Capio Recruitment Financial Planning is seeking a skilled Paraplanner to join their team in Exeter. As a Paraplanner, you will play a critical role in supporting financial advisors to provide top-quality financial planning advice and investment solutions to clients.Key Responsibilities:Research and analyze financial products to prepare...


  • Exeter, Devon, United Kingdom Capio Recruitment Full time £35,000 - £45,000

    Client-Facing Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our advice team in Exeter, UK. As a client-facing Paraplanner, you will play a key role in supporting our Senior Leadership in delivering exceptional advice services to our clients.Your primary focus will be on assisting with the provision of advice to our existing client base,...


  • Exeter, Devon, United Kingdom Capio Recruitment Full time £35,000 - £45,000

    Client-Facing Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our advice team in Exeter, UK. As a client-facing Paraplanner, you will play a key role in supporting our Senior Leadership in delivering exceptional advice services to our clients.Your primary focus will be on assisting with the provision of advice to our existing client base,...


  • Exeter, Devon, United Kingdom Capio Recruitment Full time

    Job Title: Client-Facing ParaplannerLocation: Exeter, UK - Other office locations in surrounding areas.Salary: £35,000 to £45,000 plus performance bonus & company benefits packageLearn more about the general tasks related to this opportunity below, as well as required skills.A leading Financial Planning business with a number of offices in the South West...


  • Exeter, Devon, United Kingdom Capio Recruitment Full time

    Job Title: Client-Facing ParaplannerLocation: Exeter, UK - Other office locations in surrounding areas.Salary: £35,000 to £45,000 plus performance bonus & company benefits packageLearn more about the general tasks related to this opportunity below, as well as required skills.A leading Financial Planning business with a number of offices in the South West...


  • Exeter, Devon, United Kingdom Capio Recruitment Full time

    Job Title: Client-Facing ParaplannerLocation: Exeter, UK - Other office locations in surrounding areas.Salary: £35,000 to £45,000 plus performance bonus & company benefits packageA leading Financial Planning business with a number of offices in the South West is seeking a client-facing Paraplanner to join their existing advice team.The focus of the...


  • Exeter, Devon, United Kingdom Capio Recruitment Full time

    Job Title: Client-Facing ParaplannerLocation: Exeter, UK - Other office locations in surrounding areas.Salary: £35,000 to £45,000 plus performance bonus & company benefits packageA leading Financial Planning business with a number of offices in the South West is seeking a client-facing Paraplanner to join their existing advice team.The focus of the...


  • Exeter, Devon, United Kingdom ENGINEERINGUK Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to join our team at NFU Mutual. As a Financial Advisor, you will play a crucial role in providing expert advice to customers on life insurance, pensions, investments, wealth management, and inheritance tax.This is a homeworking role that requires frequent travel to Agents of NFU Mutual,...


  • Exeter, Devon, United Kingdom ENGINEERINGUK Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to join our team at NFU Mutual. As a Financial Advisor, you will play a crucial role in providing expert advice to customers on life insurance, pensions, investments, wealth management, and inheritance tax.This is a homeworking role that requires frequent travel to Agents of NFU Mutual,...


  • Exeter, Devon, United Kingdom Capio Recruitment Full time

    Job Title: Client-Facing ParaplannerLocation: Exeter, UK - Other office locations in surrounding areas.Salary: £35,000 to £45,000 plus performance bonus & company benefits packageA leading Financial Planning business with multiple offices in the South West is seeking a skilled Client-Facing Paraplanner to join their existing advice team.The successful...


  • Exeter, Devon, United Kingdom Capio Recruitment Full time

    Job Title: Client-Facing ParaplannerLocation: Exeter, UK - Other office locations in surrounding areas.Salary: £35,000 to £45,000 plus performance bonus & company benefits packageA leading Financial Planning business with multiple offices in the South West is seeking a skilled Client-Facing Paraplanner to join their existing advice team.The successful...


  • Exeter, Devon, United Kingdom NFU Mutual Full time

    About the RoleWe are seeking a skilled Financial Advisor to join our team at NFU Mutual. As a Financial Advisor, you will play a key role in providing holistic financial planning advice to our existing customers, partnering with local Agents to develop relationships and grow our business.This is a field-based position with frequent travel around North Devon,...


  • Exeter, Devon, United Kingdom NFU Mutual Full time

    About the RoleWe are seeking a skilled Financial Advisor to join our team at NFU Mutual. As a Financial Advisor, you will play a key role in providing holistic financial planning advice to our existing customers, partnering with local Agents to develop relationships and grow our business.This is a field-based position with frequent travel around North Devon,...


  • Exeter, Devon, United Kingdom ENGINEERINGUK Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at NFU Mutual. As a Financial Advisor, you will be responsible for providing expert advice to customers on a range of financial products, including life insurance, pensions, investments, and wealth management.This is a homeworking role that requires regular...


  • Exeter, Devon, United Kingdom ENGINEERINGUK Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at NFU Mutual. As a Financial Advisor, you will be responsible for providing expert advice to customers on a range of financial products, including life insurance, pensions, investments, and wealth management.This is a homeworking role that requires regular...


  • Exeter, Devon, United Kingdom ENGINEERINGUK Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at NFU Mutual. As a Financial Advisor, you will be responsible for providing expert advice to customers on a range of financial products, including life insurance, pensions, investments, and wealth management.This is a homeworking role that requires regular...


  • Exeter, Devon, United Kingdom ENGINEERINGUK Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at NFU Mutual. As a Financial Advisor, you will be responsible for providing expert advice to customers on a range of financial products, including life insurance, pensions, investments, and wealth management.This is a homeworking role that requires regular...


  • Exeter, Devon, United Kingdom NFU Mutual Full time

    About the RoleWe are seeking a highly skilled Financial Services Advisor to join our team at NFU Mutual. As a key member of our team, you will be responsible for providing expert financial advice to our customers, helping them to achieve their financial goals and protect their assets.Your primary focus will be on delivering holistic financial planning...


  • Exeter, Devon, United Kingdom NFU Mutual Full time

    About the RoleWe are seeking a highly skilled Financial Services Advisor to join our team at NFU Mutual. As a key member of our team, you will be responsible for providing expert financial advice to our customers, helping them to achieve their financial goals and protect their assets.Your primary focus will be on delivering holistic financial planning...