Paraplanner

2 weeks ago


Cambridge, United Kingdom Exact Sourcing Ltd Full time

Paraplanner, £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 Directors and Financial planners to provide full technical support to the Finance team.
**As a Paraplanner you will be**:

- Providing full technical support to the IFA team
- Assisting with the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning
- Carrying out in depth product research and analysis to prepare financial planning reports
- Preparing cash flow plans for clients and assisting with the presentation in client meetings

**As the Paraplanner you will have:**:

- Proven experience as a Paraplanner, with the ability to write technical reports
- Ability to demonstrate a sound technical knowledge of the financial services industry
- Ability to cope well I a busy working environment

Exact Sourcing is an equal opportunities employment agency.


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