We are seeking a dedicated and experienced Paraplanner to join our client''s team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients'' needs are accurately understood and met, contributing to the delivery of high-quality financial advice. The ideal candidate will possess a strong understanding of paraplanning duties and be prepared to contribute proactively to the planning meetings. You will be expected to demonstrate professionalism, attention to detail, and a comprehensive understanding of financial planning procedures. This role offers 23 days holiday, wellbeing days, 10 % employer pension contribution, private medical, private health insurance and life assurance. Hybrid working available as well. Financial Planning Assist the financial planning teams in managing client meetings, including leading the preparation for annual planning meetings, identifying key planning points to discuss with clients (such as annual allowances or income planning), assisting with the production of relevant documentation, such as valuations, reports, illustrations, letters of authority, application forms and other documents, and implementing post meeting actions, including dealing. Conduct comprehensive research and analysis of various financial products, investment opport