Average Paraplanner salary in Cambridge

Job Title: ParaplannerLocation: Cambridge (Hybrid Working)Salary: Negotiable, dependent on experience and QualificationsA well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment.The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients’ objectives.This role also offers structured training and development support with an option to progress towards advising available in the future.Key ResponsibilitiesProduce comprehensive, compliant financial planning reports for advisers to present to clientsConduct technical research on products, providers, and planning solutionsSupport advisers with client reviews, queries, and ongoing servicing requirementsAct as a point of contact for day-to-day client and adviser support queriesPrepare client review packs and obtain illustrations as requiredKeep up to date with financial planning legislation, products, compliance requirements and industry developmentsKey RequirementsPrevious experience within a Financial Advice / Wealth Management firmStrong paraplanning and report-writing experience is essentialDiploma in Financial Planning (or working towards) is desirable, though not essential.Highly organised with the ability to manage and prioritise workloads effectivelyHigh attention to detail with the ability to produce accurate, well-structured reports and correspondenceBenefitsHybrid Working AvailableSupport and funding for professional industry qualificationsUp to 30 days annual leave with holiday purchase (plus bank holidays)Excellent Training and Development SupportLife assurance and pension schemeClear progression opportunities, including the option to progress into an Adviser role

Location: Saffron WaldenSalary: c£45,000+ BenefitsWe are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queriesAs a paraplanner you would:Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business processManaging and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordinglyCollate and evaluate client policy/investment/pensionWriting suitability reportsResearching products and funds using software such as Select A Pension, FE Analytics and DefaqtoCreate and maintain client files and enter details onto back-office databaseLiaise with Trainee ParaplannersSubmitting Business on internal and external systemsCreate and maintain client files and enter details onto back office databaseSubmitting Business on internal and external systemsPrepare paperworkNew business processing and submission to Business QualityLiaise with a range of stakeholders from compliance department to various external providersDevelop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection productsThis is an excellent opportunity for the right person to make an impact on this highly reputable employer. Lots of scope to develop your career with this very attractive employer.

Recruit Wealth are delighted to be representing one of the UK’s fastest growing and most highly regarded national Financial Planning names.This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join.Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Cambridge regional hub.This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.The Role:As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.Your responsibilities will include:Producing high quality suitability reportsConducting detailed research on financial products, providers and strategiesSupporting Financial Planners with client reviews and ongoing planning needsActing as a technical support contact for the financial planner and client queriesSubmitting applications to providers and managing documentationMaintaining accurate, compliant and well-presented client recordsEnsuring all work is completed in line with FCA and internal compliance standardsAbout YouYou will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.Ideally you will have:Previous paraplanning experience with financial adviceDiploma qualified and willing to study furtherExperience with Intelligent Office, highly desirableStrong analytical and research skillsExcellent attention to detail and organisational abilityThe confidence to manage multiple priorities effectivelyOutstanding communication and teamwork skillsStrong IT skills including Word, Excel and PowerPointWhat’s On OfferThis business is passionate about investing in its people and supporting long-term careers within financial planning.Benefits include:25 days holiday + bank holidaysOption to purchase up to 5 additional days holidayYour birthday offQuarterly paraplanning bonus schemeAnnual salary reviewsFull study support for professional qualifications, CPDAdviser Academy and clear career progression pathwaysStaff recognition and annual awardsHybrid/flexible workingPrivate pensionLife assuranceCorporate eye-care coverThe firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers.Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.Please apply to us here at Recruit Wealth for an immediate response