Paraplanner

Cathedral Appointments | B Corp™; Exeter; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Professional qualification support

Progression pathways

Training and development

Job summary

Cathedral Appointments is seeking a Trainee, Junior or experienced paraplanner in Exeter to join a collaborative technical team. You will produce high-quality suitability reports and technical documentation to support financial advisers and client journeys in a hybrid working model.

The role offers progression, ongoing development and support with professional qualifications, with a salary up to £45,000 depending on experience and level.

Qualifications

• Trainee-level candidates welcome; strong desire to develop in financial planning.
• Junior and Paraplanner level candidates should have paraplanning experience in financial services.
• Progress toward or completion of CII RO1 to RO6 depending on level.
• Excellent attention to detail and good organisational skills.
• Hybrid working with flexibility and clear development pathways.

Responsibilities

• Prepare suitability reports, annual reviews and technical documentation per FCA requirements.
• Support advisers and client services through the client lifecycle.
• Liaise with clients, providers and internal stakeholders to ensure timely information flow.
• Maintain up-to-date and compliant records in the firm’s CRM and systems.

Skills

Paraplanning

Attention to detail

Organisation

Communication

Education

CII RO1-RO6

Tools

CRM systems

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 for the Paraplanner

• 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 for the Paraplanner include

• 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
• 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.