Paraplanner

Job Title: Paraplanner

Location: Cambridge

Salary: £60,000 - £62,000 per annum

We are recruiting on behalf of a client seeking an experienced and Chartered Paraplanner to join their established team in Cambridge. This is an excellent opportunity to work closely with financial advisers and provide high-quality technical support across a wide range of wealth management cases.

This role is suited to a technically strong individual who takes pride in delivering accurate and compliant financial planning support!

What you'll be doing:

• Prepare detailed suitability reports and financial planning recommendations
• Conduct research and analysis across pensions, investments, and protection products
• Support advisers in developing client strategies and solutions
• Ensure all work complies with regulatory and internal standards
• Review client portfolios and assist with ongoing servicing requirements
• Liaise with providers and internal teams to gather required information

To succeed in the role you'll be or have:

• Chartered status (essential)
• Strong paraplanning experience within wealth management
• Excellent technical knowledge of financial planning products and regulations
• High attention to detail and strong analytical skills
• Ability to manage workloads independently and meet deadlines
• Strong communication skills and ability to work collaboratively

What's on Offer

• Salary between £60,000 and £62,000
• Opportunity to work within a well-established and respected firm
• Supportive and professional team environment
• Ongoing career development and progression opportunities
• Competitive benefits & wellbeing package, including private medical insurance, life assurance and income protection

How to Apply

If you are a Chartered Paraplanner looking for your next opportunity in Cambridge, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.