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- Tasks: Support Financial Planners by managing client data and preparing reports.
- Company: Join a dynamic, client-focused financial planning firm near Cambridge.
- Benefits: Enjoy a competitive salary, flexible working, and 25 days holiday plus bank holidays.
- Why this job: Be part of a growing team where your contributions directly impact success.
- Qualifications: Minimum 3 years in paraplanning with a Level 4 diploma required.
- Other info: Hybrid working supported; occasional out-of-hours work may be needed.
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.
Contact Detail:
Tribepost Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
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 2
Research the company’s values and approach to client service. Be prepared to discuss how your own professional philosophy aligns with theirs, as this will show that you are a good cultural fit for the team.
✨Tip Number 3
Network with current or former employees of the firm on platforms like LinkedIn. This can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 4
Prepare to discuss specific examples from your past experience that highlight your skills in compliance, client communication, and financial modelling. Tailoring your responses to reflect the key responsibilities listed in the job description will demonstrate your suitability for the role.
We think you need these skills to ace Paraplanner
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 Diploma qualification (Level 4) and any additional certifications. Emphasise your knowledge of pensions, investments, and tax planning, as these are crucial for the position.
Showcase Your Soft Skills: In your application, highlight your organisational skills, attention to detail, and ability to communicate effectively. These traits are essential for managing client relationships and ensuring compliance.
How to prepare for a job interview at Tribepost
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial products and regulations. Be prepared to discuss your experience with pensions, investments, and tax planning in detail, as well as any specific tools you've used for cashflow modelling.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations or compliance issues. Practise articulating your thought process and decision-making skills, as this will show your ability to think critically and act in the best interest of clients.
✨Highlight Your Organisational Skills
Given the detail-oriented nature of the role, be ready to provide examples of how you manage your workload and maintain accurate client files. Discuss any systems or processes you’ve implemented to improve efficiency in your previous roles.
✨Demonstrate Your Communication Skills
Strong communication is key in this role. Prepare to discuss how you liaise with clients and collaborate with Financial Planners. Consider sharing examples of successful client interactions or team projects that highlight your ability to convey complex information clearly.
