Chartered Paraplanner

Cambridge (Hybrid) Opportunities also available across the UK

£60,000 - £62,000 + benefits (depending on experience)

A well-regarded and growing wealth management firm is looking to appoint an experienced Chartered Paraplanner to support its team of Financial Planners.

This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning advice to clients.

While the immediate focus is supporting the Cambridge office, the firm also has opportunities across the UK for the right individuals.

You will play a key role in supporting Financial Planners by providing detailed research, technical analysis and high-quality suitability reports across a range of financial planning areas including pensions, investments and tax planning.

Responsibilities will include:

• Producing detailed suitability reports and recommendation documents
• Conducting technical research across pensions, investments and protection solutions
• Supporting advisers with client strategy and financial planning analysis
• Reviewing client portfolios and identifying planning opportunities
• Assisting with cashflow modelling and financial planning projections
• Ensuring all work is completed in line with FCA and compliance requirements

• Chartered Financial Planner status (CII) - essential
• Minimum 3 years' experience within a wealth management or financial planning firm
• Strong technical knowledge of pensions, investments and financial planning strategies
• Experience producing high-quality suitability reports
• Strong attention to detail and analytical skills

• Competitive salary and benefits package
• Hybrid working
• Supportive and collaborative adviser team
• Opportunity to work with high-quality clients and complex cases
• Long-term career progression within a respected wealth management firm