At a Glance
- Tasks: Research market trends and prepare technical recommendations for financial advisers.
- Company: Swiss Life, a leading financial services provider in Cambridge.
- Benefits: Competitive salary, annual leave, and tailored benefits for your needs.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Two years of experience in financial planning and working towards qualifications.
The predicted salary is between 47250 - 57750 £ per year.
Swiss Life is looking for experienced paraplanners based in Cambridge to work closely with financial advisers and client support teams.
The role involves researching and analyzing market trends, preparing technical recommendations, and ensuring compliance with FCA regulations.
Candidates should have a strong foundation in financial planning, be working towards needed qualifications, and have at least two years of experience.
The company offers competitive salary, annual leave, and a variety of additional benefits tailored to individual needs.
#J-18808-Ljbffr
Experienced Paraplanner – Financial Planning Research in Cambridge employer: Swiss Life
Chase de Vere is an excellent employer, offering a collaborative and growth-oriented work culture where you can thrive as an IFA Private Client Support Specialist. With a strong emphasis on internal training and professional development, employees are empowered to enhance their skills while contributing to a national, award-winning financial advice firm. Located in a dynamic environment, the company prioritises FCA compliance and data integrity, ensuring that you play a vital role in delivering exceptional support to Independent Financial Advisers.
