Paraplanner - Cambridge Office Opportunity
4 weeks ago
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.
- 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.
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.
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Paraplanner - Cambridge Office
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Reed Full timeParaplanner 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...
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Paraplanner - Cambridge Office
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Reed Full timeParaplanner 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...
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Paraplanner - Cambridge
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Paraplanner - Cambridge
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Cambridge, Cambridgeshire, United Kingdom Blakemore Recruitment Full timeBlakemore 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...
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Paraplanner
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Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full timeProject 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...
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Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full timeProject 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...
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4 weeks ago
Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full timeProject 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...
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4 weeks ago
Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full timeProject 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...