Find a job 
Featured Companies 
Featured Universities 
For Companies 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: Up to £45,000 salary, hybrid working, and support for professional qualifications.
- 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.
- Other info: Flexible working model with clear development pathways.
The predicted salary is between 36000 - 54000 £ 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.
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.
Paraplanner in Exeter employer: Cathedral Appointments Ltd
Contact Detail:
Cathedral Appointments 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, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a paraplanning role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of FCA requirements. Practice common interview questions with a friend or in front of the mirror to boost your confidence and show off your skills.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities that match your aspirations and make sure to tailor your approach to each company.
✨Tip Number 4
Follow up after interviews with a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role and the firm!
We think you need these skills to ace Paraplanner in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the paraplanner role. Highlight any relevant qualifications, especially if you're working towards CII qualifications, and showcase your attention to detail and organisational skills.
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 you can contribute to our collaborative team. Be genuine and let your personality come through!
Showcase Your Experience: Whether you're a trainee or an experienced paraplanner, make sure to detail your relevant experience in financial services. Talk about your familiarity with producing suitability reports and any client-facing roles you've had.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Cathedral Appointments Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and wealth management. Familiarise yourself with FCA requirements and be ready to discuss how you would prepare suitability reports and technical documentation.
✨Show Your Passion
Express your enthusiasm for the role and the financial planning industry. If you're a trainee or junior candidate, share your eagerness to learn and develop professionally. Highlight any relevant qualifications or courses you've completed, like CII qualifications.
✨Demonstrate Team Spirit
Since the firm values collaboration, be prepared to talk about your experience working in teams. Share examples of how you've supported colleagues or contributed to a smooth client journey, showcasing your ability to work well with others.
✨Ask Smart Questions
Prepare thoughtful questions about the company's culture, development opportunities, and the paraplanning function. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
