Comprehensive Financial Planner Supporter

3 days ago


Cambridge, Cambridgeshire, United Kingdom Austin Fraser Full time

We are looking for a highly skilled Paraplanner to join our team in Cambridge. As a key support function, you will work closely with our Chartered Financial Planners to provide comprehensive financial planning services to clients. The successful candidate can expect a competitive salary of £40,000 - £50,000 per annum.

Main Duties
  1. Gather and organise client information and data in accordance with 'know your client' principles and firm policies.
  2. Work collaboratively with Chartered Financial Planners to develop and implement financial plans that meet client needs and objectives.
  3. Conduct thorough research, including calculations for various taxes, allowances, and gains.
  4. Showcase excellent planning and organisational skills.
  5. Utilise CURO back-office system effectively.
Essential Qualifications and Experience
  • Proven experience working in a dynamic office environment.
  • CII Level 4 or equivalent qualification.
  • Able to complete required training within specified timelines and adhere to regulatory guidelines.

This role requires a self-motivated individual with excellent communication and analytical skills. If you're committed to delivering high-quality results and have a passion for finance, we invite you to apply.



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