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Permanent

Paraplanner

Cambridge
money-bag 38000.00-38000.00 Annual
3085437685
Posted Yesterday

ParaplannerLocation: Cambridge, UKJob Type: Full-timeOffice based for probation period then 2 days home working optionWe are seeking a dedicated Paraplanner to join our Wealth Planning department. This role involves supporting Wealth Planners by conducting high-quality research across a full range of financial planning products and services such as pensions, life insurance, tax planning, and investment management. This enables our Wealth Planners to provide comprehensive, holistic advice to our clients, ensuring good outcomes. The ideal candidate will be proactive, maintain their technical knowledge, and ensure compliance with regulatory and organisational procedures.Day-to-Day of the Role:Conduct appropriate and accurate research based on information gathered by Wealth Planners and known client data to recommend suitable financial solutions.Undertake accurate calculations and cash-flow modelling to support recommendations.Prepare client-centric suitability reports and other documentation, ensuring adherence to the company''s processes and compliance framework.Draft and coordinate technical documents and research for client presentations.Identify potential future advice areas during research or report preparation and communicate these to the Wealth Planner.Continuously seek to improve the efficiency and quality of suitability report templates and internal processes.Required Skills and Qualifications:Experience in providing first-class paraplanning services.Knowledgeable in al

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