Paraplanner

Salary £35,000-£45,000

Based in Cambridge, hybrid working

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

Client Support
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 transparent, 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

Technical Expertise & Qualifications
Proven background delivering a high-standard paraplanning service.
Robust 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 team-oriented working style
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📌 Paraplanner Town Of Cambridge
🏢 RGH-Global
📍 Town of Cambridge