Paraplanner

Salary £35,000-£45,000

Based in Cambridge, hybrid working

This role provides essential analytical and technical support to Financial Planners by researching a wide range of financial planning solutions such as pensions, protection, tax strategies, and investments to help deliver comprehensive, client-focused advice. The position suits a paraplanner with strong experience who can produce high-quality reports, understand complex client circumstances, and contribute to well-reasoned recommendations. 

Main Responsibilities

Client Support

• Carry out detailed and accurate research based on client files, information gathered by the Financial Planner, and existing financial arrangements to help shape appropriate, outcome-focused recommendations.
• Perform calculations and cash-flow modelling where required to support the planning process.
• Produce tailored suitability reports and client documentation that reflect each clients objectives, risk tolerance, and personal circumstancesincluding adjustments for vulnerable clientsand help communicate the recommended course of action.
• Ensure all written materials are clear, compliant, and reflect high professional standards.
• Prepare technical summaries and research notes to support client meetings and presentations.
• Identify potential areas for future planning opportunities and highlight these to the Financial Planner.

Required Competencies

Technical Expertise & Qualifications

• Proven background delivering a high-standard paraplanning service.

• Strong knowledge across investments, pensions, and protection along with exposure to more advanced planning scenarios.
• Educated to A Level/Higher (or equivalent).

• Level 4 Diploma in Regulated Financial Planning (or equivalent) is required.

• Willingness to progress toward the Advanced Diploma and Chartered status (desirable).

Core Skills

• Exceptional client-service mindset.

• Strong communication and interpersonal abilities.

• Solid technical understanding of financial planning products.

• High level of numerical accuracy.

• Excellent attention to detail.

• Effective organisational and prioritisation abilities.

• Strong collaborative working style