Job Description
Paraplanner – Cambridge
We’re supporting a growing wealth management team in Cambridge with the hire of an experienced Paraplanner. If you enjoy the technical side of financial planning and want to join a business that’s evolving and investing in its people, this one’s worth a look.
What you’ll be doing
* Providing high-quality technical paraplanning support
* Carrying out detailed research across a range of products and solutions
* Preparing suitability reports to a high standard
* Working closely with Advisers to support client planning
* Getting involved as the team continues to develop and grow
What we’re looking for
* Experience in a Paraplanner role with strong technical foundations
* Confident with research and suitability report writing
* Diploma-qualified or working toward it
* Clear communicator and comfortable working directly with clients when required
* Someone who wants to contribute, not just process work
What’s on offer
1. Salary up to £45k depending on experience
2. Great location right near Cambridge station
3. Support with development, progression and industry exams
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