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- Tasks: Support Financial Planners with research and analysis for tailored client advice.
- Company: Dynamic financial services firm based in Cambridge with a hybrid working model.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while developing your expertise.
- Qualifications: Experience in paraplanning and a Level 4 Diploma in Regulated Financial Planning.
- Other info: Join a collaborative team focused on delivering high-quality financial solutions.
The predicted salary is between 30000 - 45000 £ per year.
This role provides essential analytical and technical support to Financial Planners by researching a wide range of financial planning solutions such as pensions, protection, tax strategies, and investments to help deliver comprehensive, client-focused advice. The position suits a paraplanner with strong experience who can produce high-quality reports, understand complex client circumstances, and contribute to well-reasoned recommendations.
Main Responsibilities
- Carry out detailed and accurate research based on client files, information gathered by the Financial Planner, and existing financial arrangements to help shape appropriate, outcome-focused recommendations.
- Perform calculations and cash-flow modelling where required to support the planning process.
- Produce tailored suitability reports and client documentation that reflect each client's objectives, risk tolerance, and personal circumstances including adjustments for vulnerable clients and help communicate the recommended course of action.
- Ensure all written materials are clear, compliant, and reflect high professional standards.
- Prepare technical summaries and research notes to support client meetings and presentations.
- Identify potential areas for future planning opportunities and highlight these to the Financial Planner.
Required Competencies
- Proven background delivering a high-standard paraplanning service.
- Strong knowledge across investments, pensions, and protection along with exposure to more advanced planning scenarios.
- Educated to A Level/Higher (or equivalent). Level 4 Diploma in Regulated Financial Planning (or equivalent) is required.
- Willingness to progress toward the Advanced Diploma and Chartered status (desirable).
Core Skills
- Exceptional client-service mindset.
- Strong communication and interpersonal abilities.
- Solid technical understanding of financial planning products.
- High level of numerical accuracy.
- Excellent attention to detail.
- Effective organisational and prioritisation abilities.
- Strong collaborative working style.
Paraplanner in Cambridge employer: RGH-Global Limited
Contact Detail:
RGH-Global 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 financial planning world, attend industry events, and join relevant online forums. You never know who might have the inside scoop on a paraplanner role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and tax strategies confidently. We recommend practising common interview questions with a friend or even in front of the mirror!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, highlight specific projects where you’ve produced high-quality reports or supported client meetings. This will help potential employers see how you can add value to their team.
✨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 are proactive about their job search. So, get those applications in and let’s land you that dream paraplanner role!
We think you need these skills to ace Paraplanner in Cambridge
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning, especially with pensions and investments, to show us you’re the right fit!
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills align with our needs. Use specific examples of your analytical work and client support to make your application stand out.
Be Clear and Concise: When writing your suitability reports or any documentation, clarity is key! We appreciate well-structured and easy-to-read materials that reflect high professional standards.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning solutions, especially pensions, investments, and tax strategies. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Tailor Your Examples
Prepare specific examples from your past experience that demonstrate your ability to produce high-quality reports and handle complex client circumstances. This will help you illustrate your skills effectively during the interview.
✨Showcase Your Client Service Skills
Since this role requires a strong client-service mindset, be ready to share instances where you've gone above and beyond for clients. Highlight your communication and interpersonal abilities to make a lasting impression.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
