Paraplanner - Financial Planning Specialist

4 days ago


Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Paraplanner - Financial Planning Specialist

Salary: £35,000 - £45,000

Location: Cambridge

A leading Financial Services Firm is seeking an experienced Paraplanner to join their growing team. The firm offers a comprehensive Financial Advice Service including Pensions, Investment, Income Tax, and Discretionary Investment Management services.

The role involves Paraplanning across a range of cases and working closely with the firm's Financial Planners. The ideal candidate will have a Level 4 Diploma in Financial Planning and experience working with a IFA or Wealth Management Firm.

The Role:

The successful candidate will support experienced financial planners in providing tailored advice across a range of complex cases to High Net Worth Individuals with diverse needs. This comprehensive paraplanning role will involve:

  • Compiling suitability reports
  • Conducting research
  • Cash-flow modelling
  • Participating in client meetings

Required Skills:

  • Level 4 Diploma in Financial Planning
  • Experience working with a IFA or Wealth Management firm
  • Excellent communication skills
  • Ability to understand complex information
  • Good understanding of the FCA and Financial Services regulations

If you are interested in this position, please contact us at Capio Recruitment Financial Planning.



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