Job Title: Paraplanner
Location: Cambridge
Salary: £60,000 – £62,000 per annum


We are recruiting on behalf of a client seeking an experienced and Chartered Paraplanner to join their established team in Cambridge. This is an excellent opportunity to work closely with financial advisers and provide high-quality technical support across a wide range of wealth management cases.
This role is suited to a technically strong individual who takes pride in delivering accurate and compliant financial planning support!
What you’ll be doing:
*Prepare detailed suitability reports and financial planning recommendations
*Conduct research and analysis across pensions, investments, and protection products
*Support advisers in developing client strategies and solutions
*Ensure all work complies with regulatory and internal standards
*Review client portfolios and assist with ongoing servicing requirements
*Liaise with providers and internal teams to gather required information
To succeed in the role you’ll be or have:
*Chartered status (essential)
*Strong paraplanning experience within wealth management
*Excellent technical knowledge of financial planning products and regulations
*High attention to detail and strong analytical skills
*Ability to manage workloads independently and meet deadlines
*Strong communication skills and ability to work collaboratively
What’s on Offer
*Salary between £60,000 and £62,000
*Opportunity to work within a well-established and respected firm
*Supportive and professional team environment
*Ongoing career development and progression opportunities
*Competitive benefits & wellbeing package, including private medical insurance, life assurance and income protection
How to Apply
If you are a Chartered Paraplanner looking for your next opportunity in Cambridge, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.