Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by creating detailed research and suitability reports.
- Company: Join a reputable IFA firm with a strong industry presence.
- Benefits: Earn up to £40,000, enjoy fully remote work, and receive study support.
- Other info: Stable environment with opportunities for professional growth and development.
- Why this job: Make a real difference in clients' financial journeys while working from anywhere.
- Qualifications: Experience as a Paraplanner and a Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 40000 - 40000 £ per year.
We are partnering with a well-established and respected IFA firm looking to appoint an experienced Paraplanner. This fully remote role will see you supporting Financial Planners by producing high-quality research and suitability reports, helping deliver compliant and tailored advice to clients.
Key Responsibilities
- Draft clear, compliant suitability reports across pensions, investments, and protection
- Conduct research and product comparisons to support advice recommendations
- Analyse client information and assist in formulating financial planning strategies
- Ensure all work meets FCA and internal compliance standards
- Liaise with advisers, administrators, and providers throughout the advice process
- Maintain accurate client records and documentation
Requirements
- Experience as a Paraplanner within an IFA or wealth management firm
- Strong technical knowledge of pensions and investment products
- Level 4 Diploma in Regulated Financial Planning (or working towards)
- Strong report writing and analytical skills
- Ability to work independently in a remote setting
- High attention to detail and strong compliance awareness
Desirable
- Experience with systems such as Intelligent Office, Voyant, or FE Analytics
Whats on Offer
- Salary up to £40,000
- Fully remote working
- Study support and ongoing professional development
- Stable, reputable firm with a strong pipeline of work
Paraplanner in Cambridge employer: Focus Search and Selection Limited
Contact Detail:
Focus Search and Selection Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work as Paraplanners or in IFA firms. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance for an interview, be ready to discuss your experience with pensions and investments. Bring examples of your best reports and how you've helped clients achieve their financial goals.
✨Tip Number 3
Stay updated on industry trends! Read up on the latest regulations and market changes. This knowledge will not only impress potential employers but also help you tailor your discussions during interviews.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, we’re always on the lookout for talented Paraplanners like you, so don’t miss out!
We think you need these skills to ace Paraplanner in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in producing suitability reports and your technical knowledge of pensions and investments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Don’t forget to mention any relevant qualifications, like your Level 4 Diploma.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, provide examples of how you've maintained compliance and accuracy in your previous roles. This will show us that you understand the importance of these aspects in financial planning.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Focus Search and Selection Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions and investment products. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show that you’re serious about the role.
✨Showcase Your Report Writing Skills
Since drafting suitability reports is a key part of the job, be ready to discuss your experience in this area. Bring examples of past reports or talk through your process for creating clear and compliant documentation.
✨Demonstrate Your Research Abilities
Prepare to discuss how you conduct research and product comparisons. You might be asked to analyse a hypothetical client scenario, so think about how you would approach this and what tools you would use.
✨Emphasise Compliance Awareness
Given the importance of FCA compliance, be prepared to talk about your understanding of compliance standards. Share any experiences where you ensured compliance in your previous roles, as this will highlight your attention to detail.