Senior Paraplanner: Lead Technical Financial Planning

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

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