Paraplanner
Old MillExeter, England, United Kingdom
Posted February 26, 2026
Full Time
About the Company
At Old Mill, we take a holistic view of financial planning and consider all aspects of our clients' lives, businesses and long-term goals.
Job Description
We are seeking a technically strong Paraplanner to join our Wealth Management team. The role involves analysis, calculation and structured financial planning, and requires a strong technical knowledge of UK pensions, investments, protection and tax planning.
Requirements
- Relevant experience in a paraplanning or technical financial planning role
- Diploma in Regulated Financial Planning
- Strong technical knowledge of UK pensions, investments, protection and tax planning
- Experience producing suitability reports and compliant recommendation documentation
- Proven ability to analyse complex financial information and translate it into structured, client-friendly reports
- Experience using financial planning and cashflow modelling software
- Strong analytical and critical thinking skills
- High attention to detail and commitment to regulatory accuracy
- Ability to manage workload independently while collaborating effectively within a team
- Excellent written communication skills
Benefits
- 25 days' annual leave plus bank holidays
- Extra day off to celebrate birthday
- Hybrid working model
- Employee Assistance Programme
- Full funding for professional qualifications
- Access to exclusive employee discounts
- Competitive pension scheme