Paraplanner

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 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