Paraplanner – Play a Key Role in Supporting High-Quality Financial Advice

Location: CambridgeSalary: Competitive, with excellent benefits and opportunities for professional growth

A highly respected financial planning firm in Cambridge is looking for an experienced and detail-oriented Paraplanner to join their team. This role offers the opportunity to work with high-net-worth clients, supporting Financial Planners in delivering exceptional advice across pensions, investments, protection, and tax planning.

Why Consider This Opportunity?

Reputation for Excellence: The firm is renowned for providing independent, client-focused financial advice.
Client-Centric Approach: Work closely with a professional team dedicated to delivering tailored solutions.
Career Development: Support to enhance your qualifications, including Chartered status and CPD opportunities.
Collaborative Team: Be part of a supportive and innovative environment that values expertise and continuous improvement.
Advanced Tools: Leverage leading financial planning software like Voyant to ensure efficient and effective service delivery.

Key Responsibilities:In this role, you will:

Support Financial Planners in developing comprehensive financial plans that align with clients’ objectives.
Conduct research and perform calculations related to pensions, investments, tax planning, and protection strategies.
Prepare detailed suitability reports and ensure all compliance documentation is accurate and up to date.
Act as a point of contact for clients, handling queries and supporting their ongoing financial planning needs.
Assist with cashflow modelling and the preparation of client valuations.
Collaborate with professional advisers, including accountants and solicitors, to deliver holistic financial solutions.

Ideal Candidate:

Experience: A minimum of two years in financial services, with a strong background in paraplanning or a related role.
Qualifications: CII Level 4 Diploma (or equivalent) is essential, with a desire to work towards Chartered status.
Skills: Exceptional attention to detail, excellent communication, and the ability to manage multiple priorities in a dynamic environment.
Technology Proficiency: Familiarity with financial planning tools such as Voyant.
Personal Attributes: Proactive, self-motivated, and comfortable working collaboratively within a professional team.

What’s on Offer:This role provides the chance to work with an established firm that values its team members and supports their professional growth. You’ll have the opportunity to further develop your expertise while contributing to the success of a trusted and well-regarded business.

How to Apply:If you’re a skilled Paraplanner looking for your next challenge, apply today to take the next step in your career with this exciting opportunity.