Cathedral Appointments | B Corp™
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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:
- 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, organizational skills, and confidence working with technical documentation
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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 authorization for this role. Therefore, candidates must possess valid authorization to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Charlotte Coke
Ref: 11308
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location