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 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.
- Solid 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 (Town of Cambridge)
🏢 RGH Group
📍 Town of Cambridge
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.