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Paraplanner – Wealth Planning
Cambridge
Good Salary – Bonus - Bens
Are you an experienced Paraplanner looking to take the next step in your financial planning career? Join our Cambridge Wealth Planning team and play a key role supporting Wealth Planners in delivering high-quality, holistic financial advice that truly makes a difference to clients’ futures.
The Opportunity
Our Paraplanners are central to delivering great client outcomes. Working closely with Wealth Planners, you’ll carry out in-depth research and analysis across pensions, investments, protection, and tax planning to help shape tailored financial solutions.
- Prepare clear and client-focused suitability reports
- Support cashflow modelling
- Contribute ideas that help our team continuously improve how we serve clients
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This is an exciting opportunity to build your technical expertise, work collaboratively with a knowledgeable team, and be part of a dynamic, growing wealth management business with a strong reputation for excellence.
What You’ll Do
- Conduct detailed research and analysis across a full range of financial planning products
- Prepare accurate cashflow models and suitability reports that inform client recommendations
- Ensure all work meets FCA standards and internal compliance requirements
- Proactively spot opportunities for further advice and support Wealth Planners in delivering a seamless client experience
- Keep your technical knowledge up to date and contribute to process improvement and best practice sharing across the team
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What We’re Looking For
- Proven experience providing high-quality paraplanning support within a financial planning environment
- Strong knowledge of pensions, investments, and protection products
- Excellent written communication skills and attention to detail
- RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Ambition to work towards Chartered Financial Planner status (desirable)
- Proficient in Microsoft Office; experience with XPlan or cashflow planning tools is a plus
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