Location: Cambridge
Salary: £40,000 – £55,000


The Opportunity
An established, national wealth management firm is looking to add a Paraplanner to its growing Cambridge team. The business supports high-net-worth clients and offers a structured environment with clear progression routes into advisory or leadership roles.
This is a strong opportunity for a technically capable Paraplanner who enjoys working on complex cases, particularly around IHT and trusts, and wants to be part of a well-resourced, forward-thinking organisation.


Key Responsibilities
*Preparing high-quality suitability reports across a range of financial planning areas
*Supporting advisers with complex client cases, including estate planning and trusts
*Conducting technical research to support recommendations
*Reviewing client portfolios and ensuring ongoing suitability
*Maintaining accurate and compliant client records


Requirements
*Diploma in Regulated Financial Planning (essential)
*Chartered status or working towards (preferred)
*Strong experience with IHT and trusts
*Proven track record of writing suitability reports
*Solid technical knowledge across financial planning


Benefits
*Competitive salary package
*Strong pension contribution structure with employer contributions and salary sacrifice options
*Group life insurance and income protection
*Private medical, dental, and critical illness options
*Health and wellbeing support including EAP and virtual health services
*Discount schemes, gym membership support, and cycle to work scheme
*Flexible benefits platform with extensive options
*Clear progression opportunities into advisory or management pathways