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- Tasks: Support Financial Planners and manage client data, reports, and compliance.
- Company: A growing financial planning firm near Cambridge, focused on client-first service.
- Benefits: Enjoy a competitive salary, flexible working, 25 days holiday, and professional development.
- Why this job: Join a dynamic team and contribute to meaningful financial solutions for clients.
- Qualifications: Minimum 3 years in paraplanning, Level 4 diploma, and strong financial knowledge required.
- Other info: Hybrid working supported with occasional out-of-hours work.
The predicted salary is between 34000 - 46000 £ per year.
Location: Cambridge, CB23 (Hybrid)
Salary: £40,000 - £46,000 per annum, dependent on experience
Contract: Full-time, Permanent
Hours: 37.5 hours per week (8:30am - 5:00pm). Hybrid working supported. Flexibility considered. Occasional out-of-hours work may be required.
Join Our Growing Financial Planning Team!
We are seeking a confident and proactive Paraplanner to support our Financial Planners and play a key role in the day-to-day running of the business. This is an exciting opportunity for an experienced professional to contribute to a high-quality client service within a dynamic and expanding team.
What We Offer:
- Competitive salary (£40,000 - £46,000 DOE)
- Discretionary annual bonus
- 25 days' holiday plus 8 bank holidays
- Flexible and hybrid working arrangements
- Company pension
- Life insurance
- Statutory sick pay
- Professional development and career progression opportunities
About Us:
We are a newly established financial planning firm offering comprehensive advice across all areas of personal finance. Although part of a large network, we operate as a small and growing team based just outside of Cambridge. We pride ourselves on professionalism, integrity, and a client-first approach. This role offers the chance to grow with the business and contribute directly to its continued success.
Key Responsibilities:
- Input client data into financial planning software and back-office systems
- Conduct research using third-party software and prepare compliant reports
- Create suitability letters for both new business and ongoing reviews
- Deliver financial modelling scenarios and cashflow plans
- Prepare review documents and maintain accurate client files
- Produce illustrations and application packs for Financial Planners
- Liaise directly with clients and attend meetings where required
- Sit on the Due Diligence panel and contribute to strategy development
- Ensure all compliance and regulatory standards are met
About You:
You will be:
- Organised, detail-oriented, and reliable
- Self-motivated with a proactive approach to work and process improvement
- A strong communicator, both written and verbal
- Able to manage your workload in a dynamic, client-focused environment
Skills and Experience Required:
- Minimum 3 years' experience in an independent paraplanning role
- Diploma qualified (Level 4) with ambition to continue development
- Strong knowledge of pensions, investments, protection, and tax planning
- Solid understanding of CGT, IHT, Trusts, and pension transfer considerations
- Familiarity with cashflow modelling tools and systems
- Experience working with esoteric products such as VCTs, EIS, and structured products
- Ability to develop and implement internal policies and procedures
- Comfortable working both independently and collaboratively
If you're an experienced Paraplanner ready to take the next step in your career, we'd love to hear from you. Please apply with your CV to be considered. No agencies please.
Paraplanner in Cambridge employer: Envision FP
Contact Detail:
Envision FP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cambridge
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Paraplanners. Attend local finance events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific financial planning software and tools mentioned in the job description. Being able to demonstrate your proficiency in these systems during an interview can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with compliance and regulatory standards in detail. Highlight any specific instances where you ensured adherence to these standards in your previous roles, as this is crucial for the position.
✨Tip Number 4
Showcase your ability to work both independently and as part of a team. Be ready to provide examples of how you've successfully managed your workload in a dynamic environment, as this aligns with the company's client-focused approach.
We think you need these skills to ace Paraplanner in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Focus on your skills in financial planning, compliance, and client communication, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your proactive approach. Mention specific experiences that demonstrate your ability to support Financial Planners effectively.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your Diploma (Level 4) and any additional certifications. Emphasise your commitment to ongoing professional development, as this aligns with the company's values.
Showcase Your Soft Skills: In your application, emphasise your organisational skills, attention to detail, and strong communication abilities. These traits are essential for managing client relationships and ensuring compliance.
How to prepare for a job interview at Envision FP
✨Showcase Your Experience
Be prepared to discuss your previous paraplanning roles in detail. Highlight specific projects or tasks where you demonstrated your skills in financial planning, compliance, and client communication.
✨Demonstrate Technical Knowledge
Brush up on your knowledge of pensions, investments, and tax planning. Be ready to answer technical questions and explain how you've applied this knowledge in your past roles.
✨Prepare Questions for Them
Think of insightful questions to ask about the company’s approach to financial planning and their team dynamics. This shows your interest in the role and helps you assess if it's the right fit for you.
✨Exhibit Your Organisational Skills
Since the role requires strong organisational abilities, be ready to discuss how you manage your workload and ensure accuracy in your work. Share examples of how you’ve improved processes in previous positions.
