Paraplanner - up to 3 days from home

Paraplanner

Location: Cambridge (outskirts) - accessible by car & public transport

Salary: £40,000 - £50,000 (depending on experience- Part qualified considered)

Why this is an exceptional role

This is a fantastic opportunity for a Paraplanner who wants to be part of a collaborative, medium-sized team that still benefits from the structure and stability of a larger organisation.

We're working with a well-regarded private client wealth planning firm based just outside Cambridge. This is a boutique Independent financial planning firm, with additional offices in Norwich and London, and who are also backed by a wider investment and asset management group.

The role

You'll work as part of a dedicated pod, supporting one or two advisers across all aspects of the advice process. Your work will span technical report writing, research and client case analysis, with a strong emphasis on quality and collaboration.

Key responsibilities:

• Prepare high-quality, compliant suitability reports and client documentation
• Undertake research and analysis to support financial recommendations
• Assist advisers with client meeting preparation and follow-up
• Contribute to the review process and ensure all client files are maintained accurately
• Collaborate with your pod team and other paraplanners to share knowledge and best practice
• As your experience grows, take on larger or more complex cases, and progress into a senior paraplanning or advisory role

Here's what makes this role stand out:

• Medium-sized, close-knit team: around 20 advisers, paraplanners and administrators
• Pod-style working: work closely with 1-2 advisers and a dedicated administrator
• Workload managed by an experienced Head of Paraplanning and Paraplanning Manager.
• Strong support and communication: weekly team meetings, clear processes, and excellent leadership keep everything running smoothly.
• Career progression built in: The company thoroughly support progression and are proud of their internal progression track with support to develop into Senior Paraplanner or Adviser roles.
• Modern, well-equipped office: based on the outskirts of Cambridge, easily accessible by car (with parking) or public transport.

Comprehensive benefits package:

• Hybrid working: typically 2-3 days in the office, the rest from home
• Life insurance
• Income protection
• 4 salary death-in-service cover
• 5% / 3% pension
• Full exam and study support: paid exams and access to the firm's own online learning platform

What we're looking for

• Level 4 Diploma qualified (or near completion)
• Experience in a paraplanning role or a strong background in technical administration
• Excellent written and analytical skills
• Confident working within a pod structure and managing your own workload
• A proactive mindset and enthusiasm for career development

This is a fantastic environment for an experienced or developing paraplanner who wants to grow within a team that values collaboration, structure and long-term progression.