Paraplanner

Paraplanner
Cambridge – Hybrid working 
Up to £45,000 
We are working with a highly respected national financial planning business that is seeking an experienced Paraplanner to join their Cambridge office. This is an excellent opportunity to become part of a growing organisation where you’ll work closely with Financial Advisers and a skilled paraplanning team to deliver high-quality technical support and exceptional client service.

As a Paraplanner, you will play a key role in supporting Advisers by conducting technical research, preparing detailed suitability reports, and ensuring all work meets regulatory and internal compliance standards. You’ll collaborate seamlessly with Advisers, Admin Support, and external partners to enhance the client experience and contribute to continuous improvement across the planning team.

Benefits

• Salary up to £45,000
• Hybrid working – 2 days from home
• 35-hour week (9am–5pm)
• 5 weeks holiday + bank holidays + duvet day on birthday + Christmas/New Year office closure
• Life Assurance
• Auto-enrolment pension
• Full exam/study support
• Opportunity to join a growing firm with clear support and professional development

To succeed in this role, you should have:

• Ideally, the Level 4 Diploma (DipPFS/DipFA) 
• Good technical knowledge, including tax-efficient investments (BR, EIS, VCT) and offshore bonds.
• Experience working with HNW clients (personal/pensions/trusts/LLPs).
• Confident use of industry software such as Intelliflo (IO), FE Analytics, Selectapension, or Dynamic Planner.

Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client.

Know someone who may be a good fit? Refer them to us and receive £200 if we help them secure a new role.

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