Paraplanner
2 weeks ago
Paraplanner Salary Based in Cambridge hybrid working This role provides essential analytical and technical support to Financial Planners by researching a wide range of financial planning solutions such as pensions protection tax strategies and investments to help deliver comprehensive client-focused advice. The position suits a paraplanner with strong experience who can produce high-quality reports understand complex client circumstances and contribute to well-reasoned recommendations. Main Responsibilities Client Support Carry out detailed and accurate research based on client files information gathered by the Financial Planner and existing financial arrangements to help shape appropriate outcome-focused recommendations. Perform calculations and cash-flow modelling where required to support the planning process. Produce tailored suitability reports and client documentation that reflect each clients objectives risk tolerance and personal circumstances including adjustments for vulnerable clients and help communicate the recommended course of action. Ensure all written materials are clear compliant and reflect high professional standards. Prepare technical summaries and research notes to support client meetings and presentations. Identify potential areas for future planning opportunities and highlight these to the Financial Planner. Required Competencies Technical Expertise & Qualifications Proven background delivering a high-standard paraplanning service. Strong knowledge across investments pensions and protection along with exposure to more advanced planning scenarios. Educated to A Level / Higher (or equivalent). Level 4 Diploma in Regulated Financial Planning (or equivalent) is required. Willingness to progress toward the Advanced Diploma and Chartered status (desirable). Core Skills Exceptional client-service mindset. Strong communication and interpersonal abilities. Solid technical understanding of financial planning products. High level of numerical accuracy. Excellent attention to detail. Effective organisational and prioritisation abilities. Strong collaborative working style Employment Type: Full Time Experience: years Vacancy: 1 #J-18808-Ljbffr
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Paraplanner
2 weeks ago
Cambridge, United Kingdom Exact Sourcing Ltd Full timeParaplanner, £30,000 - £50,000 per annum dependent on experience This is an exciting time to join our forward-thinking client. In this growing company, we are looking to recruit a Paraplanner, either chartered or not; you will join our clients growing team at their Cambridge office. This varied and interesting opportunityallows you to work with the...
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Paraplanner
1 week ago
Cambridge, United Kingdom IDEX Consulting Ltd Full time2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Direct message the job poster from IDEX Consulting Ltd Supporting Financial Planners and Paraplanners...
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Senior Paraplanner
1 week ago
Cambridge, United Kingdom RGH-Global Limited Full timeJob Title: Senior Paraplanner Location: Cambridge office (hybrid working available) Salary: £50,000 £60,000 Role Overview The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions, protection...
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Senior Paraplanner
12 hours ago
Cambridge, United Kingdom Recruit UK Full timeJob Title Job Title: Senior Paraplanner Location: Cambridge, UK Job ID: 10033 Department: Wealth Planning Reports To: Paraplanner – Team Leader About the Role Recruit UK is recruiting a Senior Paraplanner on behalf of a leading wealth management team in Cambridge. In this role, you will take a senior position within the paraplanning team, providing...
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Paraplanner
2 weeks ago
Cambridge, United Kingdom IDEX Consulting Ltd Full timeA fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Cambridge. We are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.I am looking for a candidate with previous technical experience in a Paraplanner role. You must be skilled in research and report...
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Senior Paraplanner
2 weeks ago
Cambridge, United Kingdom mbf. Full timeAre you an experienced Senior Paraplanner looking to join a highly respected and fast-growing Wealth Management firm with genuine opportunities for long-term career progression?This is an excellent opportunity to become part of a well-established and expanding Wealth Planning team within a leading UK financial services organisation. The firm combines a...
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Senior Paraplanner
22 hours ago
Cambridge, Cambridgeshire, United Kingdom RGH-Global Limited Full time £40,000 - £60,000 per yearJob Title: Senior ParaplannerLocation: Cambridge office (hybrid working available) Salary: £50,000 £60,000 Role Overview The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions, protection...
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Senior Paraplanner
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom RGH-Global Limited Full time £40,000 - £60,000 per yearJob Description: Job Title: Senior ParaplannerLocation: Cambridge office (hybrid working available)Salary: £50,000 £60,000Role OverviewThe Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions,...
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Senior Paraplanner
22 hours ago
Cambridge, United Kingdom RGH-Global Limited Full timeJob Title: Senior ParaplannerLocation: Cambridge office (hybrid working available) Salary: £50,000 £60,000 Role Overview The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions, protection...
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Paraplanner
4 days ago
Cambridge, United Kingdom RGH-Global Limited Full timeParaplanner Salary Based in Cambridge hybrid workingThis role provides essential analytical and technical support to Financial Planners by researching a wide range of financial planning solutions such as pensions protection tax strategies and investments to help deliver comprehensive client-focused advice. The position suits a paraplanner with strong...
