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Blakemore 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 RecruitmentECM Selection
Cambridge
C / C++ Windows OS-level virtualisation development in Cambridge Work on modern, secure virtualisation technologies for Windows platforms. You’d be part of a long-standing Cambridge based group of senior developers, part of a supportive organisation offering flexible hybrid work and a competitive package, with a strong pension and healthcare. You’l
Job Source: ECM SelectionHeat 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 LtdBond Recruitment Ltd
Cambridge
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
Job Source: Bond Recruitment LtdAllstaff
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 RecruitmentPlatform Recruitment
Cambridge
Senior Software Engineer- 60-70k- Cambridge My Client is known for designing and manufacturing crucial components in telecommunications, data centres, and other industries! They are looking for a senior software engineer to join their team! Main responsibilities: * Improving and refining products * Software Architecture, Design, and Integrati
Job Source: Platform RecruitmentHEXWIRED RECRUITMENT LIMITED
Cambridge
Senior C++ Developer - Cambridge - £60-140k (+Bonuses) Hexwired are recruiting for a Fintech trading company based in Cambridge. They are looking for a Senior C++ developer to assist the delivery of their trailblazing, ultra-low latency trading solutions for their clients across banking and financial services. As a Senior C++ developer, you won’t b
Job Source: HEXWIRED RECRUITMENT LIMITEDCambridge
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 company pension, private medical and 30 days holiday (plus Bank Holidays).
About You
An experienced Paraplanner who is able to write technical reports for HNW clients.
Must be Diploma Level 4 qualified and ideally working towards Chartered status. Advanced level exams in investments and pensions will be an advantage.
Can demonstrate a sound technical knowledge of the financial services industry across a full range of investments, pensions including DB transfers, retirement solutions, IHT planning and protection.
Experience of wrap platforms and main tax wrappers.
Excellent written / verbal communication skills, as well as organisation skills.
Experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.
Good interpersonal skills are a must, as is working alongside a friendly team of dedicated individuals.
Proactive and able to use own initiative.
Ability to cope well in a busy working environment and manage own case load.
Senior Paraplanner - Role & responsibilities
Provide full technical support to the Chartered Financial Planners and Financial Planners
Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning.
Advanced technical report writing
Dealing with wrap platforms and product providers to obtain information about existing andpotential investments.
Undertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectives.
Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process.
Undertake reviews of client portfolios and compile annual suitability reports.
Use FE Analytics to research and analyse fund performance, volatility, and risk.
Prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings on and ad-hoc basis.
Carry out tax calculations to ensure correct advice is given, where appropriate.
Assist with the preparation of client meetings, emails, letters, and documentation as part of the advice process.
Handle client queries and help service existing clients on a daily basis.
Benefits include:
Hybrid Working Policy (where applicable) - work from home up to a maximum of two days per week, excl Monday
Private Medical Insurance (post probationary period)
Company Pension scheme
Life Assurance
30 days holiday entitlement per calendar year, plus bank holidays, plus day off for your birthday!
2 additional paid days off, a wellbeing day and a volunteering day
Senior Paraplanner, Cambridge (NT-2024) jobs in Cambridge
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