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Paraplanner

Cambridge
Idex Consulting
Posted: 8h ago
Offer description

Paraplanner – CambridgeWe’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 doingProviding high-quality technical paraplanning supportCarrying out detailed research across a range of products and solutionsPreparing suitability reports to a high standardWorking closely with Advisers to support client planningGetting involved as the team continues to develop and growWhat we’re looking forExperience in a Paraplanner role with strong technical foundationsConfident with research and suitability report writingDiploma-qualified or working toward itClear communicator and comfortable working directly with clients when requiredSomeone who wants to contribute, not just process workWhat’s on offerSalary up to £45k depending on experienceGreat location right near Cambridge station Support with development, progression and industry examsA role with genuine scope to grow as the wider team expandsIf this sounds like the right next step for your career, click Apply or feel free to reach out to discuss the role in more detail.

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