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 robust 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 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

Technical Expertise & Qualifications

- 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

#J-18808-Ljbffr

📌 Paraplanner (Cambridge)
🏢 Rgh-Global
📍 Cambridge