Senior Paraplanner

Job Title: Senior Paraplanner

Location: Cambridge, UK

Job ID: 10033

Department: Wealth Planning

Reports To: Paraplanner – Team Leader

About the Role

Recruit UK is recruiting a Senior Paraplanner on behalf of a leading wealth management team in Cambridge. In this role, you will take a senior position within the paraplanning team, providing guidance to junior colleagues while supporting Wealth Planners in delivering complex financial planning advice.

Your focus will be on producing client-centric suitability reports, coordinating technical research, and ensuring all communications meet compliance standards. You will also play a key role in improving processes, coaching new team members, and sharing best practice across the team.

Key Responsibilities

• Prepare detailed suitability reports and client correspondence for complex cases
• Conduct calculations, cash-flow modelling, and research to support Wealth Planners
• Act as a reference point for team queries and provide guidance to junior paraplanners
• Assist with onboarding, training, and mentoring of new team members
• Identify areas for future advice and support Wealth Planners in planning next steps
• Contribute to efficiency improvements and best practice sharing within the team

Requirements / Skills

• Proven experience handling complex financial planning cases and producing suitability reports
• RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable)
• Strong numerical and analytical skills, with excellent attention to detail
• Proficiency in Microsoft Office; experience with XPlan and cashflow software desired
• Strong team leadership, collaboration, and coaching skills

What’s in it for you / Benefits

• Senior role with responsibility for coaching and mentoring junior colleagues
• Exposure to complex client cases and a wide range of financial products
• Opportunities for career progression and professional development, including support towards Chartered status
• Collaborative team environment and active involvement in process improvements
• Competitive salary and performance-related rewards

Why Join?

This role is perfect for a Senior Paraplanner looking to take on more responsibility, influence processes, and guide a team while working on complex client cases. Recruit UK is handling this recruitment on behalf of the client and will support you through the application process.