Full job descriptionAre you an experienced Paraplanner looking for a genuinely flexible role within a growing, forward-thinking wealth management business?
We’re working on behalf of a rapidly expanding, well-backed financial planning firm seeking to appoint an additional Paraplanner as part of its continued national growth. This is an excellent opportunity to join a collaborative technical team where your expertise will be valued, your career supported and your work-life balance genuinely respected.
Whether you’re looking for a fully remote position or would prefer a hybrid arrangement if you’re based near Cambridge, this role offers the flexibility to work in a way that suits you.
The RoleWorking alongside experienced Financial Planners, you’ll provide high-quality technical support across a varied and complex client portfolio. You’ll be responsible for producing detailed suitability reports, carrying out technical research and helping advisers deliver excellent client outcomes.
This is a technically focused role offering exposure to a broad range of financial planning matters, including pensions, investments, protection, tax planning and retirement advice. You’ll also contribute towards maintaining technical standards, supporting best practice and helping develop paraplanning processes as the business continues to grow.
Key Responsibilities*Preparing accurate, compliant suitability reports
*Conducting technical research across pensions, investments and protection
*Analysing existing client arrangements and producing recommendations
*Liaising closely with Financial Planners throughout the advice process
*Obtaining provider information, illustrations and supporting documentation
*Managing your own workload and meeting agreed service levels
*Maintaining accurate client records and workflow systems
*Providing technical guidance on complex cases
*Supporting continuous improvement within the Paraplanning team
About YouTo be considered, you’ll ideally have:
*Level 4 Diploma in Financial Planning (DipPFS) or equivalent
*Previous experience as a Paraplanner within an IFA or Wealth Management firm
*Excellent technical knowledge across financial planning
*Strong suitability report writing skills
*Excellent communication and organisational abilities
*A proactive approach with exceptional attention to detail
What’s on Offer?*Basic salary up to £45,000
*Discretionary performance-related bonus
*Fully remote working (or hybrid if preferred)
*Private Medical Insurance
*7.5% employer pension contribution
*25 days’ annual leave, plus the option to buy or sell up to five additional days
*Additional Christmas closure
*Life Assurance
*Health Cash Plan
*Employee Assistance Programme
*Flexible benefits package
*Genuine long-term career progression within a growing national business
Apply TodayIf you’re looking to join a modern wealth management business that invests heavily in its people, offers genuine flexibility and provides the opportunity to work on interesting, technically challenging cases, we’d love to hear from you.