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Paraplanner

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Salary

£50,000

Location

Girton, Cambridge

Job Type

Job Title: Client Relationship Manager (Paraplanner)


Industry: Financial Services


Location: Girton, Cambridge


Salary: Up to £50,000 depending on experience


Job Reference: 9286


Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Cambridge with one of our esteemed private wealth management company.

 

This firm is renowned for delivering holistic advice and bespoke solutions, helping clients achieve their financial goals with a highly personalised touch. They inspire confidence and purpose in each client’s financial journey, paying close attention to individual aspirations and ensuring no detail is overlooked.

As a paraplanner in this dynamic role, you’ll be involved in writing suitability reports, preparing cash flow forecasts, liaising directly with clients, and providing crucial technical support to the team. No two days will be the same!


Duties:

  • Run Cashflow models for clients & tax calculations
  • Undertake reviews for the paraplanning team
  • Help with training team members
  • Build appropriate solutions for clients & make recommendations in conjunction with advisors
  • Write suitability reports for cases
  • Attending client meetings


Benefits:

  • 23 days holiday, plus bank holidays
  • Full exam support to Chartered
  • Employer contribution to pension
  • Death in Service
  • Group Income Protection
  • Private Medical Insurance after probation period
  • Flexible benefits platform with discount schemes
  • Cycle to work scheme
  • Flexible working – home and in any office


Skills and experience required:

  • Level 4 Diploma qualified (essential)
  • 3 years’ experience in a similar Paraplanning role (desired)
  • Team player with high attention to detail


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Girton, Cambridge on a Paraplanning role.

Apply Now

Jammal Khan

Senior Consultant Financial Services

[email protected]

07399 163967

Connect with me on LinkedIn
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2. What is Personal Data?

Personal data is defined by the General Data Protection Regulation (EU Regulation 2016/679) (the “GDPR”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier’. Personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

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Contact us at [email protected]
Alternatively, you can contact us by writing to us at:
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Recruit UK Limited
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Recruit UK Limited
1 Victoria Street,
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BS1 6AA

Escalated Complaints
If you remain unhappy with the handling of your data, you can complain to the ICO.
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Achieve your career goals

Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
 
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
 
Don’t put it on hold, join the community today and discover your potential.
[Join]

Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
 
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
 
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
 
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
 
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
 
[Download the full academy prospectus here]

Connect with the Community

Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
 
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
 
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
 
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
 
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

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