At a Glance
- Tasks: Support financial advisers by conducting research and preparing detailed reports.
- Company: Forward-thinking Independent Financial Planning firm in Cambridge.
- Benefits: Hybrid working, up to 30 days annual leave, and professional development support.
- Other info: Clear progression opportunities, including potential to become an adviser.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Experience in financial advice and strong report-writing skills.
The predicted salary is between 35000 - 45000 £ per year.
A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future.
Key Responsibilities
- Produce comprehensive, compliant financial planning reports for advisers to present to clients
- Conduct technical research on products, providers, and planning solutions
- Support advisers with client reviews, queries, and ongoing servicing requirements
- Act as a point of contact for day-to-day client and adviser support queries
- Prepare client review packs and obtain illustrations as required
- Keep up to date with financial planning legislation, products, compliance requirements and industry developments
Key Requirements
- Previous experience within a Financial Advice / Wealth Management firm
- Strong paraplanning and report-writing experience is essential
- Diploma in Financial Planning (or working towards) is desirable, though not essential.
- Highly organised with the ability to manage and prioritise workloads effectively
- High attention to detail with the ability to produce accurate, well-structured reports and correspondence
Benefits
- Hybrid Working Available
- Support and funding for professional industry qualifications
- Up to 30 days annual leave with holiday purchase (plus bank holidays)
- Excellent Training and Development Support
- Life assurance and pension scheme
- Clear progression opportunities, including the option to progress into an Adviser role
Paraplanner in Cambridge employer: Grove Talent Solutions
Join a well-established and forward-thinking Independent Financial Planning firm in Cambridge, where you will thrive in a collaborative and supportive environment as a Paraplanner. With hybrid working options, generous annual leave, and robust training and development support, this role not only offers the chance to enhance your technical skills but also provides clear pathways for career progression into advisory roles. Experience a workplace that values teamwork and invests in your professional growth while you contribute to meaningful financial planning solutions for clients.
