Location
Cambridge
Salary £42000 - £45000 TypePermanent WorkplaceHybrid Ref89586
Recruiter Managing This Role
Paraplanner
Cambridge minimum of 3 days a week in the office (after probation)
Salary up to £45,000
We are currently working with a highly regarded, Independent Financial Advice manager who are seeking a Paraplanner to join their growing team. This company is an established, household name in the industry with multiple offices across the UK.
You will join the team in an exciting growth period for the business, and as a key member of the technical team, youll work closely with Advisers and Administrators in a pod structure, supporting on high-net-worth clients.
You will deliver exceptional financial planning support across clients on investments, pensions, tax, estate planning. This includes: preparing suitability reports, illustrations & calculations, recommendations and cashflow modelling. You will be expected to maintain your technical knowledge and expertise, keeping up to date with market changes.
What were looking for:
1. Experience in a Paraplanning position
2. Level 4 qualified as a minimum, via CII, LIBF
3. Strong knowledge of pensions, investments, tax, estate planning and other products
4. Confident using research tools
Benefits:
5. Pension up to 7.5% matching employer/employee contribution
6. Hybrid working of 3 days a week in the office
7. Private medical insurance, including spouse and children cover
8. 25 days of annual leave
9. Share incentive scheme
10. Medical cash plan
11. Life assurance & income protection
12. Enhanced maternity leave
13. Additional healthcare perks & discounts