Posted 7 April by Cathedral Appointments Ltd
Easy Apply

Register and upload your CV to apply with just one click

Introduction/Job Overview:

Paraplanner - We have an exciting opportunity for an experienced Paraplanner to join a leading Financial services organisation in the South West. The main purpose of the role is to deliver high quality advice and financial planning to solutions to clients.

You should hold at least a level 4 diploma in Financial Planning with a desire to develop further and work towards a chartered status.


  • Analysing client data and preparing cash flow forecasts
  • Preparing bespoke recommendation reports
  • Providing technical support to the Advisory and Administration teams
  • Helping to maintain client records by inputting data into the back office system
  • Ensuring advice and client files meet FCA requirements
  • Managing individual workflow and task delivery
  • Keeping up to date with all relevant product, legislative and technical changes


  • Level 4 Diploma in Financial Planning with a desire to develop further and work towards Chartered status
  • Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths
  • A high level of technical knowledge across a wide range of financial products
  • Previous experience producing bespoke recommendation reports
  • Proficient IT skills with Microsoft Office programmes and a knowledge of Intelligent Office and cash flow planning software preferred
  • A good eye for detail and the ability to gather information from a variety of sources
  • Good organisational skills and confidence to communicate at all levels

Summary/Closing paragraph:

This is a great opportunity for someone who is looking to continue their career as a Paraplanner within a leading South West business. For more information apply today!

If you have the skills and experience stated, please apply NOW!

Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.

Keywords: employment agency, employment agency Exeter, employment agency Devon, job agency, job agency Exeter, job agency Devon, job agencies, job agencies Exeter, job agencies Devon, recruitment, recruitment agency, recruitment agencies, recruitment agencies Exeter, recruitment agencies Devon, recruitment consultancy, recruitment Exeter, recruitment Devon, jobs Exeter, jobs Devon, south west jobs, Cornwall jobs, Somerset, Paraplanner jobs, Financial Services jobs,

Reference: 41722930

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job