Hybrid Paraplanner — Growth Path in Financial Planning

Cathedral Appointments Ltd; Exeter; Hybrid; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Salary up to £45,000

Hybrid working with flexibility

Support with professional qualifications

Clear progression pathways

Collaborative team culture

Job summary

A growing financial planning firm located in Exeter is seeking Paraplanners of different experience levels to join their technical team. Responsibilities include preparing suitability reports and supporting advisers throughout the client lifecycle. The role offers a hybrid working model and clear pathways for professional development. Candidates must possess the ability to manage technical documentation and have a strong interest in financial planning. Competitive salary up to £45,000 based on experience is provided.

Qualifications

• Trainee-level candidates encouraged with a strong interest in financial planning.
• Junior candidates must have relevant paraplanning experience.
• Progress toward or completion of, CII qualifications is needed.

Responsibilities

• Prepare suitability reports and technical documentation as per FCA requirements.
• Support advisers throughout the client lifecycle.
• Maintain compliant records within the firm's systems.

Skills

Attention to detail

Organizational skills

Confidence with technical documentation

Education

CII qualifications such as RO1 to RO6

Job description

A growing financial planning firm located in Exeter is seeking Paraplanners of different experience levels to join their technical team. Responsibilities include preparing suitability reports and supporting advisers throughout the client lifecycle. The role offers a hybrid working model and clear pathways for professional development. Candidates must possess the ability to manage technical documentation and have a strong interest in financial planning. Competitive salary up to £45,000 based on experience is provided.