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Permanent

Senior Paraplanner

Cambridge
money-bag 60000.00-60000.00 Annual
3086612809
Posted Yesterday

Senior ParaplannerLocation: Cambridge (other UK Offices available)Sector: Wealth Management / Financial PlanningFull-time Permanent Hybrid after 6 monthsWe''re working with a well-established wealth management firm looking to bring in an experienced Senior Paraplanner to support their Wealth Planning team.This is a key role focused on delivering high-quality technical support, complex research, and suitability reporting to ensure excellent client outcomes.Key ResponsibilitiesConduct detailed research across pensions, investments, protection, and tax planningPrepare clear, compliant suitability reports and client documentationSupport Wealth Planners with complex cases and cashflow modellingIdentify future planning opportunities for clientsMentor and support junior paraplannersContribute to process improvements and team developmentRequirementsDiploma in Regulated Financial Planning (Level 4 minimum)Strong experience across core financial planning areasProven track record in paraplanning within a wealth management environmentExperience with cashflow modelling (desirable)Strong technical knowledge and attention to detailWhat''s on OfferOpportunity to work on complex, high-value casesSupport towards Chartered statusCollaborative and professional team environmentOngoing training and developmentIf you''re an experienced paraplanner looking to step into a more senior, influential role, we''d love to hear from you. ..... full job details .....

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