Senior Paraplanner

Cathedral Appointments Ltd; Exeter; Hybrid; GBP 41,000 - 50,000; Full time

Job summary

Cathedral Appointments Ltd invites applications for a Senior Paraplanner role based in Exeter with remote working. The candidate will support advisers, prepare technical analysis and client reports, and ensure FCA compliance.

The role offers collaboration with directors and development opportunities within an award-winning independent firm. The position suits an experienced paraplanner with at least five years’ experience, Diploma in Financial Planning (RO1-RO6) and strong IT and communication

Qualifications

• Diploma in Financial Planning or equivalent (RO1-RO6) as a minimum.
• Minimum of 5 years' relevant experience.
• Confident, organised self-starter with excellent time management.

Responsibilities

• Support and collaborate with advisers, technical, client services and investment teams, acting as a key point of contact for clients.
• Help organise and co-ordinate the technical and client services team's workload to ensure deadlines are consistently met.
• Mentor and support the development of junior members of the technical team.
• Write client reports and technical analysis in line with FCA compliance requirements.
• Keep up to date with financial products and legislation to meet FCA regulatory requirements.
• Maintain the office CRM system, ensuring records are kept accurate and up to date.

Skills

Interpersonal skills

Time management

Attention to detail

Analytical ability

IT skills (Outlook, Word, Excel)

Education

Diploma in Financial Planning (RO1-RO6)

Tools

Outlook

Word

Excel

Job description

Up to £45,000 DOE | Remote | Exeter

Our client is an award-winning, independent Chartered Financial Planning and Discretionary Fund Management firm based in Exeter, providing bespoke wealth management, investment, pension and tax planning advice built on long-term client relationships. As the business continues to grow, they are looking to appoint a Senior Paraplanner to support the client journey from first enquiry through to ongoing advice.

The Role

This is a key, dynamic role suited to an experienced paraplanner who enjoys close collaboration with advisers, technical, client services and investment teams. You will act as a central point of contact for clients, helping to develop robust processes and producing accurate technical documentation at every stage of the advice journey. The role offers genuine scope to shape the business as it grows, working closely with the firm's directors, with further professional training and development available as required.

Responsibilities for the Senior Paraplanner:

• Support and collaborate with the advisers, technical, client services and investment teams, acting as a key point of contact for clients
• Help organise and co-ordinate the technical and client services team's workload to ensure deadlines are consistently met
• Mentor and support the development of junior members of the technical team
• Write client reports and technical analysis in line with the firm's FCA compliance requirements
• Keep up to date with financial products and legislation to meet ongoing FCA regulatory requirements
• Maintain the office CRM system, ensuring records are kept accurate, compliant and up to date

Requirements for the Senior Paraplanner:

• Diploma in Financial Planning or equivalent (RO1-RO6) as a minimum
• Minimum of 5 years' relevant experience
• Confident, organised self-starter with excellent time management
• Excellent interpersonal skills, both with clients and colleagues
• Strong attention to detail and accuracy across all aspects of the role
• Strong IT skills, including Outlook, Word and Excel, with confident letter-writing, numeracy and analytical ability

Benefits:

• Salary of up to £45,000, depending on experience
• Remote working, with one day a month in the office in Exeter
• Structured professional development and further training opportunities
• The opportunity to work closely with the firm's directors as the business grows
• A supportive, collaborative culture within an award-winning, independent business

If you are an experienced paraplanner looking to take the next step within a growing, independent business with genuine scope to develop, 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.