We’re working with a highly respected, national wealth management firm to recruit an experienced Paraplanner into their growing Cambridge office.
This is an excellent opportunity to join a collaborative and high-performing team, supporting Wealth Managers in delivering high-quality, client-centric financial advice. The firm has a strong reputation for developing its people, offering clear progression pathways and exposure to a broad range of client work.
The Role
As a Paraplanner, you will play a key role in the advice process, working closely with Wealth Managers to deliver tailored financial planning solutions.
Your responsibilities will include:
* Producing detailed financial plans, suitability reports, and recommendation documents
* Supporting client reviews and new business meetings
* Conducting in-depth research across pensions, investments, protection, and tax planning
* Ensuring all advice aligns with client objectives, risk profiles, and regulatory requirements
* Acting as a key point of contact between advisers, support teams, and product providers
* Contributing to a smooth and efficient end-to-end client journey
About You
You will be an experienced Paraplanner with strong technical expertise and a proactive approach.
Key requirements:
* CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
* Proven paraplanning experience within a wealth management or IFA environment
* Strong knowledge of pensions, investments, tax wrappers, and financial planning strategies
* High attention to detail and accuracy
* Excellent communication and stakeholder management skills
* Ability to work independently and as part of a collaborative team
What’s on Offer
* Competitive salary of £45,000 – £60,000 (depending on experience)
* Historically strong bonus scheme
* Excellent benefits package
* Clear opportunities for progression, including leadership and project involvement
* Supportive and professional working environment with a strong team culture
This is a fantastic opportunity for a Paraplanner looking to take the next step in their career within a well-established and forward-thinking wealth management firm.
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