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Permanent

Paraplanner - up to 3 days from home

Cambridge
money-bag 40000.00-40000.00 Annual
3085434944
Posted Yesterday

ParaplannerLocation: Cambridge (outskirts) - accessible by car and public transportSalary: £40,000 - £50,000 (depending on experience- Part qualified considered)Why this is an exceptional roleThis is a fantastic opportunity for a Paraplanner who wants to be part of a collaborative, medium-sized team that still benefits from the structure and stability of a larger organisation.We''re working with a well-regarded private client wealth planning firm based just outside Cambridge. This is a boutique Independent financial planning firm, with additional offices in Norwich and London, and who are also backed by a wider investment and asset management group.The roleYou''ll work as part of a dedicated pod, supporting one or two advisers across all aspects of the advice process. Your work will span technical report writing, research and client case analysis, with a strong emphasis on quality and collaboration.Key responsibilities:Prepare high-quality, compliant suitability reports and client documentationUndertake research and analysis to support financial recommendationsAssist advisers with client meeting preparation and follow-upContribute to the review process and ensure all client files are maintained accuratelyCollaborate with your pod team and other paraplanners to share knowledge and best practiceAs your experience grows, take on larger or more complex cases, and progress into a senior paraplanning or advisory roleHere''s what makes this role stand out:Medium-sized, close-knit ..... full job details .....

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