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Technical financial planner

Cambridge
Financial planner
£40,000 - £46,000 a year
Posted: 16 June
Offer description

Our client is seeking a confident and proactive Paraplanner to support their Financial Planners and play a key role in the day-to-day operations 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 the Cambridge office, with a salary of 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

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