Paraplanner

Cathedral Appointments Ltd; Exeter; On-site; 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

Up to £45,000 DOE | Hybrid Working with Flexibility | Exeter

An established and growing financial planning firm based in Exeter is seeking to strengthen its paraplanning function. Operating in a professional, client focused environment, the business supports individuals and families with long-term financial planning across investments, pensions and wealth management. The firm values quality, collaboration and continuous development, offering a supportive setting for paraplanners at different stages of their career.

The Role

This is a fantastic opportunity for Trainee, Junior or experienced Paraplanners to join a collaborative technical team, with responsibilities tailored to your experience and qualifications. The role supports financial advisers by producing high-quality suitability reports and technical documentation, while contributing to a smooth and compliant client journey. The position offers clear progression, ongoing development and flexibility through a hybrid working model.

Responsibilities

• Prepare suitability reports, annual reviews and technical documentation in line with FCA requirements, appropriate to your level
• Support advisers and the wider client services team throughout the client lifecycle, from onboarding to ongoing reviews
• Liaise with clients, providers and internal stakeholders to ensure accurate and timely information flow
• Maintain up-to-date and compliant records within the firm’s CRM and systems

Requirements

• Trainee-level candidates with a strong interest in financial planning and a desire to develop professionally are encouraged to apply
• Junior and Paraplanner level candidates will have relevant paraplanning experience within financial services
• Progress toward, or completion of, CII qualifications such as RO1 to RO6, depending on level
• Strong attention to detail, organisational skills and confidence working with technical documentation

Benefits

• Salary up to £45,000 depending on experience and level
• Hybrid working with flexibility
• Clear development and progression pathways
• Support with professional qualifications and ongoing training
• Collaborative and supportive team culture
• Modern systems and processes

If you are looking to build or progress your paraplanning career within a supportive and forward thinking environment, we would love to hear from you.

Note on Sponsorship

We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.

Recruitment Consultant: Charlotte Coke

Ref: 11078