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- Tasks: Support advisers with client documentation, research, and analysis in a collaborative pod environment.
- Company: Boutique financial planning firm with a supportive and structured team culture.
- Benefits: Hybrid working, life insurance, pension contributions, and full exam support.
- Why this job: Join a close-knit team and grow your career in a dynamic financial planning environment.
- Qualifications: Level 4 Diploma qualified or nearing completion, with paraplanning experience preferred.
- Other info: Excellent career progression opportunities and a modern office near Cambridge.
The predicted salary is between 40000 - 50000 £ per year.
Location: Cambridge (outskirts) - accessible by car & public transport
Salary: £40,000 - £50,000 (depending on experience - Part qualified considered)
Why this is an exceptional role
This is a fantastic opportunity for a Paraplanner who wants to be part of a collaborative, medium-sized team that still benefits from the structure and stability of a larger organisation. We are working with a well-regarded private client wealth planning firm based just outside Cambridge. This is a boutique Independent financial planning firm, with additional offices in Norwich and London, and who are also backed by a wider investment and asset management group.
The role
You’ll work as part of a dedicated pod, supporting one or two advisers across all aspects of the advice process. Your work will span technical report writing, research and client case analysis, with a strong emphasis on quality and collaboration.
Key responsibilities:
- Prepare high-quality, compliant suitability reports and client documentation
- Undertake research and analysis to support financial recommendations
- Assist advisers with client meeting preparation and follow-up
- Contribute to the review process and ensure all client files are maintained accurately
- Collaborate with your pod team and other paraplanners to share knowledge and best practice
- As your experience grows, take on larger or more complex cases, and progress into a senior paraplanning or advisory role
Here’s what makes this role stand out:
- Medium-sized, close-knit team: around 20 advisers, paraplanners and administrators
- Pod-style working: work closely with 1-2 advisers and a dedicated administrator
- Workload managed by an experienced Head of Paraplanning and Paraplanning Manager.
- Strong support and communication: weekly team meetings, clear processes, and excellent leadership keep everything running smoothly.
- Career progression built in: The company thoroughly supports progression and are proud of their internal progression track with support to develop into Senior Paraplanner or Adviser roles.
- Modern, well-equipped office: based on the outskirts of Cambridge, easily accessible by car (with parking) or public transport.
Comprehensive benefits package:
- Hybrid working: typically 2-3 days in the office, the rest from home
- Life insurance
- Income protection
- 4 salary death-in-service cover
- 5% / 3% pension
- Full exam and study support: paid exams and access to the firm's own online learning platform
What we’re looking for
- Level 4 Diploma qualified (or near completion)
- Experience in a paraplanning role or a strong background in technical administration
- Excellent written and analytical skills
- Confident working within a pod structure and managing your own workload
- A proactive mindset and enthusiasm for career development
This is a fantastic environment for an experienced or developing paraplanner who wants to grow within a team that values collaboration, structure and long-term progression.
Paraplanner - up to 3 days from home in Cambridge employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - up to 3 days from home in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work as paraplanners or advisers. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the job description.
✨Tip Number 3
Showcase your skills during the interview! Bring examples of your previous work, like suitability reports or client documentation you've prepared. This will demonstrate your attention to detail and commitment to quality.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner - up to 3 days from home in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your technical report writing and analytical skills, as these are key for us. Don’t forget to mention any relevant qualifications or experiences that show you’re ready to jump into a pod structure!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how you can contribute to our collaborative team. Be sure to mention your proactive mindset and enthusiasm for career development – we love that!
Showcase Your Team Spirit: Since we work in a close-knit team, it’s important to demonstrate your ability to collaborate. Share examples of how you’ve worked with others in the past, especially in a paraplanning or advisory context. We want to see that you can thrive in a pod-style environment!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Understand the key responsibilities mentioned in the job description, like preparing suitability reports and conducting research. Being able to discuss these topics confidently will show that you're ready to hit the ground running.
✨Showcase Your Team Spirit
Since this role involves working closely with advisers and other paraplanners, be prepared to talk about your experience in collaborative environments. Share examples of how you've contributed to team success in the past, and highlight your ability to work within a pod structure.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, the pod structure, and opportunities for career progression. This not only shows your interest in the role but also helps you gauge if the environment aligns with your career goals.
✨Demonstrate Your Proactive Mindset
The job calls for a proactive approach, so be ready to discuss how you've taken initiative in previous roles. Whether it’s managing your workload or seeking out new learning opportunities, showcasing your enthusiasm for growth will resonate well with the interviewers.