Our client is looking to take on a confident and proactive Paraplanner to support their Financial Planners and play a key role in the day-to-day running of the business. This is an exciting opportunity for an experienced professional to contribute to a high-quality client service within a dynamic and expanding team.
This position offers hybrid working from their Cambridge office, and a salary up to £46k (DOE).
Key Responsibilities
- Input client data into financial planning software and back-office systems
- Conduct research using third-party software and prepare compliant reports
- Create suitability letters for both new business and ongoing reviews
- Deliver financial modelling scenarios and cashflow plans
- Prepare review documents and maintain accurate client files
- Produce illustrations and application packs for Financial Planners
- Liaise directly with clients and attend meetings where required
- Sit on the Due Diligence panel and contribute to strategy development
- Ensure all compliance and regulatory standards are met
Personal Qualities:
- Organised, detail-oriented, and reliable
- Self-motivated with a proactive approach to work and process improvement
- A strong communicator, both written and verbal
- Able to manage your workload in a dynamic, client-focused environment
Skills and Experience Required:
- Minimum 3 years’ experience in an independent paraplanning role
- Diploma qualified (Level 4) with ambition to continue development
- Strong knowledge of pensions, investments, protection, and tax planning
- Solid understanding of CGT, IHT, Trusts, and pension transfer considerations
- Familiarity with cashflow modelling tools and systems
- Experience working with esoteric products such as VCTs, EIS, and structured products
- Ability to develop and implement internal policies and procedures
- Comfortable working both independently and collaboratively