Paraplanner
Salary £35,000-£45,000
Based in Cambridge, hybrid working
This role provides essential analytical and technical support to Financial Planners by researching a wide range of financial planning solutions such as pensions, protection, tax strategies, and investments to help deliver comprehensive, client-focused advice. The position suits a paraplanner with strong experience who can produce high-quality reports, understand complex client circumstances, and contribute to well-reasoned recommendations.
Main Responsibilities
Client Support
* Carry out detailed and accurate research based on client files, information gathered by the Financial Planner, and existing financial arrangements to help shape appropriate, outcome-focused recommendations.
* Perform calculations and cash-flow modelling where required to support the planning process.
* Produce tailored suitability reports and client documentation that reflect each clients objectives, risk tolerance, and personal circumstancesincluding adjustments for vulnerable clientsand help communicate the recommended course of action.
* Ensure all written materials are clear, compliant, and reflect high professional standards.
* Prepare technical summaries and research notes to support client meetings and presentations.
* Identify potential areas for future planning opportunities and highlight these to the Financial Planner.
Required Competencies
Technical Expertise & Qualifications
* Proven background delivering a high-standard paraplanning service.
* Strong knowledge across investments, pensions, and protection along with exposure to more advanced planning scenarios.
* Educated to A Level/Higher (or equivalent).
* Level 4 Diploma in Regulated Financial Planning (or equivalent) is required.
* Willingness to progress toward the Advanced Diploma and Chartered status (desirable).
Core Skills
* Exceptional client-service mindset.
* Strong communication and interpersonal abilities.
* Solid technical understanding of financial planning products.
* High level of numerical accuracy.
* Excellent attention to detail.
* Effective organisational and prioritisation abilities.
* Strong collaborative working style