Paraplanner - Cambridge Office Opportunity

4 weeks ago


Cambridge, Cambridgeshire, United Kingdom Reed Full time
Paraplanner Job Description

We are seeking a skilled Paraplanner to join our team in Cambridge. As a Paraplanner, you will play a crucial role in supporting our Chartered Financial Planners in delivering high-quality financial planning services to our clients.

Main Responsibilities:
  • Collect and collate information and data about clients in accordance with our firm's policies and the principles of 'know your client'.
  • Ensure all compliance documentation is present and correct.
  • Collaborate with Chartered Financial Planners to develop comprehensive financial plans and strategies that meet client needs and objectives.
  • Undertake comparative research, including calculations, to provide recommendations to clients.
  • Prepare suitability reports and recommendations.
  • Draft documentation as necessary.
Requirements:
  • CII Level 4 or equivalent qualification.
  • Experience of working in a busy and dynamic office environment.
  • Proficient in cashflow modelling and other relevant systems.
  • Excellent communication and problem-solving skills.
What We Offer:

We offer a great opportunity for a skilled Paraplanner to join our team in Cambridge. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply.



  • Cambridge, Cambridgeshire, United Kingdom Reed Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team in Cambridge. As a Paraplanner, you will play a crucial role in supporting our Chartered Financial Planners in delivering exceptional client service.Main Responsibilities:Collect and collate client information and data, ensuring compliance with 'know your client' principles and...


  • Cambridge, Cambridgeshire, United Kingdom Reed Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team in Cambridge. As a Paraplanner, you will play a crucial role in supporting our Chartered Financial Planners in delivering exceptional client service.Main Responsibilities:Collect and collate client information and data, ensuring compliance with 'know your client' principles and...


  • Cambridge, Cambridgeshire, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is seeking a skilled Paraplanner to join a prestigious Independent Financial Advisory firm in Cambridge. This is an excellent opportunity to work with a talented team that prioritizes customer experience and career progression.As a Paraplanner, you will be part of a high-performing team providing comprehensive support to Advisers and...


  • Cambridge, Cambridgeshire, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is seeking a skilled Paraplanner to join a prestigious Independent Financial Advisory firm in Cambridge. This is an excellent opportunity to work with a talented team that prioritizes customer experience and career progression.As a Paraplanner, you will be part of a high-performing team providing comprehensive support to Advisers and...


  • Cambridge, Cambridgeshire, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is seeking a skilled Paraplanner to join a dynamic and award-winning Independent Financial Advisory firm in Cambridge. The ideal candidate will have a strong background in financial planning and excellent technical skills.Key Responsibilities:Analyse clients' circumstances, portfolios, and objectives to prepare recommendation reports...

  • Paraplanner

    1 month ago


    Cambridge, Cambridgeshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: ParaplannerIndustry: Wealth ManagementLocation: CambridgeSalary: £35,000 - £50,000Job Description:We are seeking an experienced Paraplanner to join our team in Cambridge. As a Paraplanner, you will play a crucial role in supporting our Financial Planners with the preparation of client meetings, suitability report writing, and maintaining...

  • Paraplanner

    1 month ago


    Cambridge, Cambridgeshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: ParaplannerIndustry: Wealth ManagementLocation: CambridgeSalary: £35,000 - £50,000Job Description:We are seeking an experienced Paraplanner to join our team in Cambridge. As a Paraplanner, you will play a crucial role in supporting our Financial Planners with the preparation of client meetings, suitability report writing, and maintaining...


  • Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Cancer Research UK (CRUK) Cambridge Centre is a leading research institution in the field of cancer biology. We are seeking highly motivated and talented individuals to join our team as MRes + PhD students in Cancer Biology.The CRUK Cambridge Centre offers a fully-funded innovative MRes + PhD programme, designed to give postgraduate students a broad...


  • Cambridge, Cambridgeshire, United Kingdom Cambridge Orthodontic Practice Full time £12 - £14

    Job Opportunity: We are seeking a highly motivated and enthusiastic qualified dental nurse to join our team at Cambridge Orthodontic Practice. As a dental nurse, you will be responsible for preparing treatment rooms and equipment for appointments, providing a high level of patient care and support. We offer ongoing training and development opportunities,...

  • Financial Assistant

    1 week ago


    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    About the RoleWe are seeking a highly numerate and organized Financial Assistant to join our Admin team at the University of Cambridge. The successful candidate will have excellent communication skills and experience of working in an accounts environment, preferably in a laboratory-based setting.Key ResponsibilitiesAct as first point of contact for finance...


  • Cambridge, Cambridgeshire, United Kingdom Jark - Cambridge Full time

    Job Title: CSCS LabourerCompany: Jark - CambridgeJob Type: TemporaryDuration: 1 monthLocation: Cambridge, ChestertonJob Description:We are seeking a reliable and skilled CSCS Labourer to join our team in Cambridge. As a CSCS Labourer, you will be responsible for moving rubble in and out of site, ensuring a safe and efficient working...


  • Cambridge, Cambridgeshire, United Kingdom Jark - Cambridge Full time

    Job Title: CSCS LabourerCompany: Jark - CambridgeJob Type: TemporaryDuration: 1 monthLocation: Cambridge, ChestertonJob Description:We are seeking a reliable and skilled CSCS Labourer to join our team in Cambridge. As a CSCS Labourer, you will be responsible for moving rubble in and out of site, ensuring a safe and efficient working...


  • Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Project Coordinator for the Cambridge RoomThe Department of Architecture at the University of Cambridge is seeking a highly organized and detail-oriented Project Coordinator to support the day-to-day management of the Cambridge Room, a research project focused on inclusive community consultation in planning in the Cambridgeshire area.Key...


  • Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Project Coordinator for the Cambridge RoomThe Department of Architecture at the University of Cambridge is seeking a highly organized and detail-oriented Project Coordinator to support the day-to-day management of the Cambridge Room, a research project focused on inclusive community consultation in planning in the Cambridgeshire area.Key...


  • Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    The Faculty of History at the University of Cambridge is seeking a highly organised and experienced Project Coordinator to support the planning and execution of an international conference.The successful candidate will oversee all aspects of the budget, liaise with team members and partner institutions, administer the arrival, stay, and departure of speakers...


  • Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Project Coordinator for the Cambridge RoomThe Department of Architecture at the University of Cambridge is seeking a highly organized and detail-oriented Project Coordinator to support the day-to-day management of the Cambridge Room, a research project focused on inclusive community consultation in planning.As a key member of the project team, you will work...


  • Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Project Coordinator for the Cambridge RoomThe Department of Architecture at the University of Cambridge is seeking a highly organized and detail-oriented Project Coordinator to support the day-to-day management of the Cambridge Room, a research project focused on inclusive community consultation in planning.As a key member of the project team, you will work...


  • Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Project Coordinator for the Cambridge RoomThe Department of Architecture at the University of Cambridge is seeking a highly organized and detail-oriented Project Coordinator to support the day-to-day management of the Cambridge Room, a research project focused on inclusive community consultation in planning in the Cambridgeshire area.Key...


  • Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Project Coordinator for the Cambridge RoomThe Department of Architecture at the University of Cambridge is seeking a highly organized and detail-oriented Project Coordinator to support the day-to-day management of the Cambridge Room, a research project focused on inclusive community consultation in planning in the Cambridgeshire area.Key...


  • Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Project Coordinator for the Cambridge RoomThe Department of Architecture at the University of Cambridge is seeking a highly organized and detail-oriented Project Coordinator to support the day-to-day management of the Cambridge Room, a research project exploring inclusive community consultation in planning in the Cambridgeshire area.As a key member of the...