Senior Paraplanner
2 days ago
Job 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 planning, tax considerations, and investment strategies. The role involves handling more complex client scenarios and contributing to high-quality advice that delivers strong, client-centric outcomes. A core part of this position is producing well-structured, personalised suitability reports and ensuring all work aligns with regulatory expectations and internal frameworks. The Senior Paraplanner is expected to maintain a high level of technical expertise, stay informed about market and regulatory developments, and take a proactive approach to continuous improvement. This role also includes supporting junior paraplanners through mentoring, training, and involvement in process enhancements across the department. Key Responsibilities Conduct thorough research based on client circumstances, existing arrangements, and information gathered by Financial Planners to support the development of suitable financial recommendations. Perform detailed calculations and create cash-flow models where needed. Prepare clear, tailored suitability reports and letters that reflect each clients objectives, risk profile, and any vulnerabilities. Ensure all communications are compliant, accurate, and easy to understand. Produce technical documentation and research materials for client meetings and presentations. Identify future planning opportunities when reviewing client cases and highlight them to the Financial Planner. Act as a point of reference for complex paraplanning queries, escalating matters when appropriate. Provide structured guidance and training to new paraplanners. Share knowledge, encourage collaboration, and support high standards across the team. Competencies Strong background in delivering high-quality paraplanning support. Broad experience across pensions, investments, and protection planning, including complex cases. A-Level/Higher (or equivalent) education. Level 4 Diploma in Regulated Financial Planning (or equivalent). Progression toward Advanced Diploma/Chartered status (desirable). Core Skills Excellent communication and client-service skills. Strong technical financial planning knowledge. High attention to detail and numerical accuracy. Effective organisational and prioritisation skills. Strong collaboration skills and ability to act as a role model.
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Senior Paraplanner
1 day 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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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
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
2 days 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
5 days ago
Cambridge, United Kingdom RGH-Global Limited Full timeJob Title: Senior ParaplannerLocation: Cambridge office (hybrid working available) Salary: 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 planning tax considerations...
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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
2 weeks ago
Cambridge, United Kingdom IDEX Consulting Ltd Full timeAre you an experienced Paraplanner (chartered or making strong progress to be) who is looking to jump start your career and work for one of the top wealth management organisation in the UK?We are looking to speak to ambitious, Technical Paraplanners who feel like development and progression just aren't available where they currently are.Pro's of the role:...
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Senior Paraplanner
1 week ago
Cambridge, United Kingdom RGH-Global Limited Full timeA leading financial services firm is looking for a Senior Paraplanner to support Financial Planners by providing technical research and analysis across various financial planning areas. The role offers hybrid working options and requires strong technical expertise in pensions, investments, and protection planning. The ideal candidate will have a Level 4...
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Cambridge, United Kingdom IDEX Consulting Ltd Full timeA leading Wealth Management organization in the UK is seeking an experienced Paraplanner. The role includes directly supporting financial planners and managing client relationships. Candidates should be chartered or actively pursuing this qualification, with a focus on career development. The position offers a salary up to £60,000 plus excellent benefits...
