At a Glance
- Tasks: Prepare suitability reports and support financial advisers in a client-focused environment.
- Company: Established financial planning firm in Exeter with a collaborative culture.
- Benefits: Salary up to £45,000, hybrid working, and support for professional qualifications.
- Other info: Flexible working model with clear development pathways.
- Why this job: Join a supportive team and progress your career in financial planning.
- Qualifications: Interest in financial planning; experience or training in paraplanning preferred.
The predicted salary is between 45000 - 45000 £ per year.
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.
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
- 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.
Paraplanner in Plymouth employer: Cathedral Appointments | B Corp
Our client is an excellent employer, offering a dynamic work culture that prioritises innovation and collaboration in the heart of Dawlish. With competitive salaries up to £70k, comprehensive benefits including a generous holiday allowance, pension scheme, and private medical insurance, employees are supported in their professional growth and development. The opportunity to mentor junior team members while leading high-value infrastructure projects makes this role particularly rewarding for those looking to make a significant impact in their field.
Contact Details:
Cathedral Appointments | B Corp Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Plymouth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Cathedral Appointments | B Corp. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Plymouth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Cathedral Appointments | B Corp.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Cathedral Appointments | B Corp's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Cathedral Appointments | B Corp
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Cathedral Appointments | B Corp.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Cathedral Appointments | B Corp will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Cathedral Appointments | B Corp employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
