Chartered Paraplanner - Cambridge

TN United Kingdom; Cambridge; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Chartered Paraplanner to join their dynamic team in Cambridge. This role involves providing crucial financial planning support to Private Client Advisors, enhancing client relationships through effective communication and detailed analysis. You'll prepare comprehensive financial plans, conduct regular reviews, and ensure compliance with regulatory standards. If you have a passion for financial services and a strong background in paraplanning, this opportunity offers a chance to make a significant impact in a supportive environment.

Qualifications

• 5+ years in independent financial services, preferably in paraplanning.
• Chartered Financial Planner status with the CII is required.

Responsibilities

• Prepare and attend client meetings, taking detailed notes.
• Produce suitability letters and cashflow models for clients.
• Review clients' financial plans and manage complex queries.

Skills

Financial Planning

Client Relationship Management

Cashflow Modelling

Tax Planning

Investment Knowledge

Education

Chartered Financial Planner status

Tools

Voyant

Job description

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Chartered Paraplanner - Cambridge, Cambridge

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Client:

Location:

Cambridge, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

57db82821538

Job Views:

6

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Chartered Paraplanner - Cambridge

Our client is looking for a Chartered Paraplanner to join their team in Cambridge. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.

Key responsibilities:

• Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
• Gathering and analysing comprehensive, detailed information from clients, professional advisers and others.
• Producing comprehensive and clear suitability letters for clients.
• Preparing lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
• Communicating these models to each client in person and in writing.
• Dealing with queries and modified scenarios as required.
• Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning.
• Carrying out regular reviews of clients’ financial plans, circumstances and objectives.
• Dealing with complex and technical client queries as and when they arise.
• Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
• Engaging with demanding clients (many of whom are investment professionals) to develop and maintain long-term relationships.
• Liaising with other technical staff to ensure a consistent client experience across the Group.
• Working to pressing deadlines, sometimes beyond standard hours.
• Having 5+ years’ experience in the independent financial services industry, in a paraplanning role.
• Holding Chartered Financial Planner status with the CII.
• Understanding principles of asset allocation and portfolio construction.
• Having excellent knowledge of investment, life, and pensions products and current legislation.
• Broad knowledge of esoteric products, including VCT and EIS investments and structured products.
• Comprehensive understanding of Income Tax, CGT, IHT, Trusts, and pension transfers.
• Understanding the importance of lifetime cashflow modelling, preferably with experience of Voyant.