Paraplanner

Envision FP; Cambridgeshire and Peterborough; Hybrid; GBP 40,000 - 46,000; Full time

Job summary

An established financial planning firm is seeking a proactive Paraplanner to join their dynamic team. This role involves supporting Financial Planners by managing client data, conducting research, and preparing compliant reports. The ideal candidate will have a minimum of 3 years in paraplanning, a Level 4 diploma, and a strong understanding of pensions, investments, and tax planning. With a commitment to professionalism and client service, this is an exciting opportunity to contribute to a growing business and enhance your career in a supportive environment.

Benefits

25 days holiday plus 8 bank holidays

Flexible working arrangements

Company pension

Life insurance

Professional development opportunities

Discretionary annual bonus

Statutory sick pay

Qualifications

• Minimum 3 years experience in an independent paraplanning role.
• Diploma qualified (Level 4) with ambition to continue development.
• Strong knowledge of pensions, investments, protection, and tax planning.

Responsibilities

• Input client data into financial planning software and back-office systems.
• Conduct research using third-party software and prepare compliant reports.
• Liaise directly with clients and attend meetings where required.

Skills

Paraplanning

Pensions Knowledge

Investment Strategies

Tax Planning

Compliance Standards

Client Communication

Data Management

Education

Diploma Level 4

Tools

Financial Planning Software

Cashflow Modelling Tools

Job description

Paraplanner

Location: Cambridge, CB23 (Hybrid)
Salary: £40,000 £46,000 per annum, dependent on experience
Contract: Full-time, Permanent
Hours: 37.5 hours per week (8:30am 5:00pm). Hybrid working supported. Flexibility considered. Occasional out-of-hours work may be required.

Join Our Growing Financial Planning Team!

We are seeking a confident and proactive Paraplanner to support our Financial Planners and play a key role in the day-to-day running of the business. This is an exciting opportunity for an experienced professional to contribute to a high-quality client service within a dynamic and expanding team.

What We Offer;

• Competitive salary (£40,000 £46,000 DOE)
• Discretionary annual bonus
• 25 days holiday plus 8 bank holidays
• Flexible and hybrid working arrangements
• Company pension
• Life insurance
• Statutory sick pay
• Professional development and career progression opportunities

About Us

We are established financial planning firm offering comprehensive advice across all areas of personal finance. We operate as a small and growing team based just outside of Cambridge. We pride ourselves on professionalism, integrity, and a client-first approach. This role offers the chance to grow with the business and contribute directly to its continued success.

Key Responsibilities

• Input client data into financial planning software and back-office systems
• Conduct research using third-party software and prepare compliant reports
• Create suitability letters for both new business and ongoing reviews
• Deliver financial modelling scenarios and cashflow plans
• Prepare review documents and maintain accurate client files
• Produce illustrations and application packs for Financial Planners
• Liaise directly with clients and attend meetings where required
• Sit on the Due Diligence panel and contribute to strategy development
• Ensure all compliance and regulatory standards are met

About You

You will be:

• Organised, detail-oriented, and reliable
• Self-motivated with a proactive approach to work and process improvement
• A strong communicator, both written and verbal
• Able to manage your workload in a dynamic, client-focused environment

Skills and Experience Required

• Minimum 3 years experience in an independent paraplanning role
• Diploma qualified (Level 4) with ambition to continue development
• Strong knowledge of pensions, investments, protection, and tax planning
• Solid understanding of CGT, IHT, Trusts, and pension transfer considerations
• Familiarity with cashflow modelling tools and systems
• Experience working with esoteric products such as VCTs, EIS, and structured products
• Ability to develop and implement internal policies and procedures
• Comfortable working both independently and collaboratively

If you re an experienced Paraplanner ready to take the next step in your career, we d love to hear from you. Please apply with your CV to be considered.

No agencies please.