Paraplanning Specialist

2 days ago

Cambridge, Cambridgeshire, United Kingdom Austin Fraser Full time
Job Summary: Our company is seeking a Paraplanning Specialist to join our team in Cambridge. As a key member of our Financial Planning team, you will play a vital role in supporting our Chartered Financial Planners. Your primary responsibilities will include collecting and collating client data, collaborating with Financial Planners on comprehensive financial plans, and conducting research on various taxation topics. A strong understanding of planning and organisational skills is necessary for this position. If you hold a CII Level 4 qualification or equivalent and are eager to take on new challenges, this may be the perfect opportunity for you. With an estimated annual salary range of £35,000 - £45,000, this is a competitive offer that should not be overlooked.

  • Financial Planning Specialist

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking an experienced Financial Planning Specialist to join their team. This role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.Salary: £60,000 - £80,000 per annum.In this role, you will prepare lifetime cashflow models...