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.
The RoleYou 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
What We’re Looking For*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
What’s on Offer*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