Cambridge Paraplanner — Financial Planning Specialist

Perspective Financial Group Limited; Cambridge; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Electric Vehicle Scheme

Cycle to Work Scheme

Eyecare Support

Holiday Purchase Scheme

Long Service Awards

Extra Discount Cards

Family Friendly Policy

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Job summary

Perspective Financial Group Limited in Cambridge is seeking a Paraplanner to join our team. You will support our Financial Planners with technical research, helping to service clients’ financial advice needs and producing timely, compliant Financial Planning Reports.

The role emphasizes professional, friendly service and a proactive approach to client outcomes within a structured office setting.

Qualifications

• Experience providing high quality support to a financial planning team.
• Ability to research clients’ existing and potential arrangements and assess against objectives.
• Produce timely and compliant Financial Planning Reports.

Responsibilities

• Provide technical support to Financial Planners in servicing clients’ needs.
• Work closely with Financial Planners to support the delivery of financial advice.
• Conduct detailed research and produce compliant Financial Planning Reports.

Skills

Financial planning

Client service

Research

Job description

Perspective Financial Group Limited in Cambridge is seeking a Paraplanner to join our team. You will support our Financial Planners with technical research, helping to service clients’ financial advice needs and producing timely, compliant Financial Planning Reports.

The role emphasizes professional, friendly service and a proactive approach to client outcomes within a structured office setting.