PKF Francis Clark in Exeter is seeking an experienced Senior Paraplanner to join our growing Financial Planning team. You will take technical ownership of complex cases across pensions, investments and protection, and prepare high-quality suitability reports in line with regulatory requirements.
You'll work closely with Financial Planners, Client Executives and other Paraplanners, supporting colleagues, sharing expertise and driving continuous process improvements in a hybrid
#J-18808-Ljbffr
Senior Paraplanner: Lead Technical Financial Planning in Exeter employer: PKF Francis Clark
PKF Francis Clark is an exceptional employer, offering a collaborative work culture that values professional development and employee growth. With a focus on trusts and estates, our Private Client Tax team provides meaningful opportunities to engage with high-net-worth clients while supporting your career progression through mentorship and training. Located in a vibrant area, we pride ourselves on fostering long-term relationships both with our clients and within our team, making it a rewarding place to build your career.
