Paraplanner

We're working with a highly respected and forward-thinking Wealth Management firm offering a fantastic opportunity for an experienced Paraplanner to join their established team in Cambridge.

This firm takes pride in delivering exceptional client outcomes through a collaborative approach to financial planning, supported by cutting-edge technology and a strong culture of professional development.

You'll be joining a growing Paraplanning Centre of Excellence, working closely with experienced Financial Planners and Client Executives to deliver bespoke, compliant, and high-quality advice to a diverse client base.

• Produce detailed and compliant suitability reports and recommendation letters
• Conduct research and analysis to identify appropriate financial planning solutions
• Perform cashflow modelling and prepare tax calculations where required
• Liaise with providers and third parties to obtain investment and policy information
• Support client review meetings and maintain accurate, compliant client files
• Ensure adherence to FCA principles, compliance standards, and internal processes
• Collaborate and share best practice with colleagues, including peer reviews and technical support

• Level 4 Diploma in Financial Planning (minimum)
• Proven experience as a Paraplanner within Financial Services
• Strong technical knowledge across investments, pensions, and protection
• Excellent written and verbal communication skills
• Methodical, detail-oriented, and highly organised approach to workload
• Confident using Microsoft Office (advanced Word/Excel) and provider platforms
• Passionate about personal development, with ambitions to progress toward Advanced Diploma or Chartered Status

• Salary: Up to £47,000 (with potential to £50,000 for exceptional candidates)
• Hybrid working: 3 days office / 2 days home
• 30 days holiday + bank holidays + 3 celebratory days (for birthdays, volunteering, wellbeing, etc.)
• Private medical insurance, 24/7 digital GP, and Employee Assistance Programme
• Group pension, life assurance, enhanced family leave, eyecare vouchers
• Genuine career development opportunities - become a technical expert or progress into a planning role

This is a fantastic opportunity for an experienced Paraplanner looking to take the next step in their career within a progressive, supportive, and professional environment.