Job Title: Senior Paraplanner
Location: Cambridge, UK
Job ID: 10033
Department: Wealth Planning
Reports To: Paraplanner – Team Leader
About the Role
Recruit UK is recruiting a Senior Paraplanner on behalf of a leading wealth management team in Cambridge. In this role, you will take a senior position within the paraplanning team, providing guidance to junior colleagues while supporting Wealth Planners in delivering complex financial planning advice.
Your focus will be on producing client-centric suitability reports, coordinating technical research, and ensuring all communications meet compliance standards. You will also play a key role in improving processes, coaching new team members, and sharing best practice across the team.
Key Responsibilities
*Prepare detailed suitability reports and client correspondence for complex cases
*Conduct calculations, cash-flow modelling, and research to support Wealth Planners
*Act as a reference point for team queries and provide guidance to junior paraplanners
*Assist with onboarding, training, and mentoring of new team members
*Identify areas for future advice and support Wealth Planners in planning next steps
*Contribute to efficiency improvements and best practice sharing within the team
Requirements / Skills
*Proven experience handling complex financial planning cases and producing suitability reports
*RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)
*Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable)
*Strong numerical and analytical skills, with excellent attention to detail
*Proficiency in Microsoft Office; experience with XPlan and cashflow software desired
*Strong team leadership, collaboration, and coaching skills
What’s in it for you / Benefits
*Senior role with responsibility for coaching and mentoring junior colleagues
*Exposure to complex client cases and a wide range of financial products
*Opportunities for career progression and professional development, including support towards Chartered status
*Collaborative team environment and active involvement in process improvements
*Competitive salary and performance-related rewards
Why Join?
This role is perfect for a Senior Paraplanner looking to take on more responsibility, influence processes, and guide a team while working on complex client cases. Recruit UK is handling this recruitment on behalf of the client and will support you through the application process.