At a Glance
- Tasks: Compile financial reports and support planners with research and client queries.
- Company: Join a leading, award-winning financial planning firm in the UK.
- Benefits: Enjoy bonuses, 25 days holiday, hybrid working, and study support.
- Other info: Flexible working options and a day off for your birthday!
- Why this job: Be part of a fast-growing team with genuine career opportunities and supportive management.
- Qualifications: Experience in financial advice and paraplanning skills are essential; diploma preferred.
The predicted salary is between 36000 - 60000 £ per year.
Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names.
This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join.
Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Cambridge regional hub.
This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.
The Role
As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.
Your responsibilities will include
- Producing high quality suitability reports
- Conducting detailed research on financial products, providers and strategies
- Supporting Financial Planners with client reviews and ongoing planning needs
- Acting as a technical support contact for the financial planner and client queries
- Submitting applications to providers and managing documentation
- Maintaining accurate, compliant and well‑presented client records
- Ensuring all work is completed in line with FCA and internal compliance standards
About You
You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.
Ideally you will have
- Previous paraplanning experience with financial advice
- Diploma qualified and willing to study further
- Experience with Intelligent Office, highly desirable
- Strong analytical and research skills
- Excellent attention to detail and organisational ability
- The confidence to manage multiple priorities effectively
- Outstanding communication and teamwork skills
- Strong IT skills including Word, Excel and PowerPoint
What's On Offer
This business is passionate about investing in its people and supporting long‑term careers within financial planning.
Benefits include
- 25 days holiday + bank holidays
- Option to purchase up to 5 additional days holiday
- Your birthday off
- Quarterly paraplanning bonus scheme
- Annual salary reviews
- Full study support for professional qualifications, CPD
- Adviser Academy and clear career progression pathways
- Staff recognition and annual awards
- Hybrid/flexible working
- Private pension
- Life assurance
- Corporate eye‑care cover
The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers.
Paraplanner in Cambridge employer: Recruit Wealth
Join one of the UK's fastest-growing financial planning businesses, where you will thrive in a supportive and dynamic work culture. Located in Cambridge, our award-winning firm offers exceptional benefits including quarterly bonuses, generous holiday allowances, and comprehensive study support, ensuring that you have ample opportunities for professional growth and development. With approachable management and a commitment to employee well-being, this is an ideal environment for those seeking a meaningful and rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Cambridge
✨Tip Number 1
Familiarise yourself with the latest financial products and legislation. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as paraplanners. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Practice your communication skills, as outstanding communication is essential for this role. Consider mock interviews or discussions with friends to refine how you present your thoughts clearly.
✨Tip Number 4
Get comfortable with using software like IO/Intelligent Office. If you have access to similar tools, practice using them to enhance your technical skills, which will be beneficial during the application process.
We think you need these skills to ace Paraplanner in Cambridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial advice and paraplanning. Emphasise your skills in using software like IO/Intelligent Office, as well as your ability to manage workloads and communicate effectively.
Craft a Compelling Cover Letter:Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your analytical and problem-solving skills, and how you can contribute to their holistic service approach.
Showcase Relevant Qualifications:If you have a diploma or any relevant qualifications, make sure to mention them prominently. If you don’t have a diploma but possess the necessary skills and experience, explain how your background makes you a strong candidate.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A well-presented application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Recruit Wealth
✨Know Your Financial Products
Make sure you brush up on the latest financial products and legislation before your interview. Being able to discuss these confidently will show that you're proactive and knowledgeable, which is crucial for a Paraplanner role.
✨Demonstrate Your Analytical Skills
Prepare to showcase your analytical and problem-solving skills during the interview. You might be asked to solve a hypothetical scenario or case study, so practice articulating your thought process clearly.
✨Highlight Your Team Experience
Since teamwork is essential in this role, be ready to share examples of how you've successfully collaborated with others in previous positions. This will demonstrate your ability to work well within a team environment.
✨Familiarise Yourself with IO Software
If you have experience with IO/Intelligent Office software, make sure to mention it. If not, take some time to learn about it and express your willingness to adapt to new technologies during the interview.
