We''re working with a highly respected and forward-thinking Wealth Management firm offering a fantastic opportunity for an experienced Paraplanner to join their established team in Cambridge.This firm takes pride in delivering exceptional client outcomes through a collaborative approach to financial planning, supported by cutting-edge technology and a strong culture of professional development.You''ll be joining a growing Paraplanning Centre of Excellence, working closely with experienced Financial Planners and Client Executives to deliver bespoke, compliant, and high-quality advice to a diverse client base.Key ResponsibilitiesProduce detailed and compliant suitability reports and recommendation lettersConduct research and analysis to identify appropriate financial planning solutionsPerform cashflow modelling and prepare tax calculations where requiredLiaise with providers and third parties to obtain investment and policy informationSupport client review meetings and maintain accurate, compliant client filesEnsure adherence to FCA principles, compliance standards, and internal processesCollaborate and share best practice with colleagues, including peer reviews and technical supportAbout YouLevel 4 Diploma in Financial Planning (minimum)Proven experience as a Paraplanner within Financial ServicesStrong technical knowledge across investments, pensions, and protectionExcellent written and verbal communication skillsMethodical, detail-oriented, and highly organised approach to ..... full job details .....