Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare detailed reports and support high-net-worth clients with financial planning.
- Company: Join a respected financial planning firm in Exeter with a collaborative culture.
- Benefits: Hybrid working, full exam support, and strong focus on professional development.
- Other info: Opportunity to work with an experienced team and contribute to process improvements.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Minimum 3 years’ paraplanning experience and diploma qualified.
The predicted salary is between 45000 - 50000 £ per year.
A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office. Working closely with an experienced Financial Planning Director, you’ll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients.
The Role
- Preparing and writing detailed suitability reports
- Supporting annual client reviews
- Producing cashflow modelling and research
- Attending client meetings and preparing meeting notes
- Working collaboratively with advisers and wider stakeholders
- Contributing to process improvements and best practice initiatives
What’s on Offer
- Hybrid working
- Full exam support
- Supportive and collaborative environment
- Strong focus on professional development and progression
- Opportunity to work with a highly experienced team
About You
- Minimum 3 years’ paraplanning experience
- Diploma qualified (essential)
- Chartered status desirable
- Strong technical knowledge across pensions, tax planning, investments and estate planning
- Organised, proactive and client-focused approach
If you’re looking to join a respected firm where you can continue to develop your career in a supportive environment, we’d love to hear from you.
Paraplanner in Exeter employer: CAP Resourcing LTD
Contact Detail:
CAP Resourcing LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, tax planning, and investments. We want you to shine when they ask about your experience and how you can contribute to their team.
✨Tip Number 3
Showcase your client-focused approach during interviews. Share examples of how you've supported clients in the past, especially high-net-worth ones. This will demonstrate that you understand their needs and can deliver top-notch service.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Paraplanner in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in preparing suitability reports and client support. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your background makes you a great fit for our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge across pensions, tax planning, and investments, make sure to mention specific examples of your expertise. We’re keen to see how you can contribute to our high-net-worth clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at CAP Resourcing LTD
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, tax planning, investments, and estate planning. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Prepare Suitability Reports
Since you'll be preparing detailed suitability reports, practice writing a few examples beforehand. This will help you articulate your thought process during the interview and demonstrate your attention to detail.
✨Show Your Collaborative Spirit
This role involves working closely with advisers and stakeholders, so be ready to share examples of how you've successfully collaborated in the past. Highlighting your teamwork skills can set you apart from other candidates.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client reviews and process improvements. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.