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Allstaff
Saint Neots
Allstaff Recruitment are currently seeking a Paraplanner based in St Neots for a reputable professional organisation. Summary of the Paraplanner role… Salary: Dependent on experience Location: St Neots Type of Contract: Permanent, Full-time. Hours: Full time, 37.5 hours a week The role… As the Paraplanner your role will involve the following im
Job Source: AllstaffAllstaff Recruitment
St. Neots
Allstaff Recruitment are currently seeking a Paraplanner based in St Neots for a reputable professional organisation. Summary of the Paraplanner role… Salary: Dependent on experience Location: St Neots Type of Contract: Permanent, Full-time. Hours: Full time, 37.5 hours a week The role… As the Paraplanner your role will involve th
Job Source: Allstaff RecruitmentHeat Recruitment Ltd
Lolworth
We are working with a well-established financial advisory firm dedicated to providing comprehensive and tailored solutions to their clients. We are currently seeking a 'career' Paraplanner to join their dynamic team. Working Arrangements: * Hybrid role: 2 days remote work, mandatory office presence on Mondays. Benefits: * 30 days holiday plus B
Job Source: Heat Recruitment LtdBlakemore Recruitment
Cambridge
Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Cambridgeseek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in th
Job Source: Blakemore RecruitmentClever-HR
Cambridge
We are delighted to represent this elite firm of Chartered Financial Planners who seek an experienced Paraplanner to join them. You will support the successful team of financial planners. Based out of the Cambridge office (hybrid working is available) , you will receive a competitive salary an excellent range of employee benefits, including compan
Job Source: Clever-HRFocus Search and Selection
Cambridge
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser. You will also have fu
Job Source: Focus Search and SelectionCambridge
Paraplanner
My client is involved in Financial services, Wealth management and Private office and are currently seeking an experienced Paraplanner to join our dynamic team. The successful candidate will play a crucial role in supporting our financial planners in the delivery of exceptional client service.
Key Responsibilities
- Assisting financial advisors in the research and analysis of financial plans.
- Preparing and maintaining client files and documentation.
- Developing comprehensive financial plans and strategies.
- Assisting in the implementation of financial plans.
- Preparing client review meetings and reports.
- Ensuring compliance with industry regulations and working practices.
Required Skills and Experience
- Proven experience as a Paraplanner min 2 years.
- Experience with Intelligent Office and FE Analytics
- Strong analytical skills and attention to detail.
- Excellent verbal and written communication skills.
- Ability to work independently and as part of a team.
- Knowledge of financial planning and risk assessment.
- Understanding of compliance regulations.
Qualifications
Level 4 diploma in Paraplanning
Certified Financial Planner (CFP) or related certification would be advantageous.
In Return:
Very competitive salary and benefits package.
True career path with many options
Paraplanner jobs in Cambridge
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