Paraplanner
Recruit Uk

Cambridge, Cambridgeshire
•24 hours ago
•No application
About
Job Title: ParaplannerLocation: Cambridge, UKJob ID: 14557Department: Wealth PlanningReports To: Head of ParaplanningAbout the Role Recruit UK is looking for an experienced Paraplanner on behalf of a leading wealth management team in Cambridge. In this role, you will actively support Wealth Planners by carrying out high-quality research across financial planning products and services, including pensions, life insurance, tax planning, and investment management. Your work will help deliver a full, holistic advice service that results in excellent outcomes for clients.You will prepare client-centric suitability reports, maintain compliance with regulatory standards, and proactively identify areas for future advice. The ideal candidate is confident in supporting Wealth Planners, technically strong, and committed to staying up-to-date with market developments.Key ResponsibilitiesConduct thorough research to support Wealth Planners in recommending suitable solutions to meet client needs and objectivesPerform calculations and cash-flow modelling where necessaryPrepare clear, accurate suitability reports and correspondence for clientsProactively identify potential future advice opportunities for Wealth PlannersUndertake relevant training and maintain Continuous Professional Development (CPD)Contribute to process improvements, efficiency initiatives, and sharing best practicesSupport the wider team collaboratively to ensure excellent client outcomesRequirements / SkillsExperience providing first-class paraplanning support within financial servicesStrong knowledge of financial planning disciplines including Investments, Pensions, and ProtectionRQF Level 4 Diploma in Regulated F




