Financial Planning Assistant

1 day ago


Cambridge, Cambridgeshire, United Kingdom Austin Fraser Full time
About the Opportunity

We are looking for a highly skilled Paraplanner to join our team in Cambridge, providing administrative support to our Chartered Financial Planners. This role offers a unique blend of client-facing and technical work, making it an exciting opportunity for a career-driven professional.

Key Responsibilities
  1. Collaborate with Chartered Financial Planners to develop comprehensive financial plans and strategies.
  2. Assist with client interactions, collecting and collating information in accordance with firm policies.
  3. Conduct research, including calculations on various financial topics.
  4. Develop and maintain accurate records and reports.
  5. Experience with CURO back-office system.
Essential Requirements
  • CII Level 4 or equivalent qualification.
  • Excellent communication and interpersonal skills.
  • Ability to work under pressure and meet deadlines.
What We Offer

Estimated Salary: £50,000 - £60,000 per annum.

This role offers a competitive salary, opportunities for professional growth, and the chance to work in a dynamic office environment with a talented team of professionals.



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