Paraplanner

Perspective Financial Group Ltd; Cambridge; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

25 days holiday

Birthday day off

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Electric Vehicle Scheme

Cycle to Work Scheme

Eyecare Support

Holiday Purchase Scheme

Long Service Awards

Extra Discount Cards

Family Friendly Policy

Perspective plus

Job summary

Perspective Financial Group Ltd is seeking a Paraplanner to join their team in Cambridge. In this integral role, you will provide high-quality support to Financial Planners and conduct detailed research on client arrangements. Your responsibilities will include producing compliant Financial Planning Reports and ensuring excellent client service. The ideal candidate will possess strong technical support skills, be friendly, and maintain professionalism at all times.

The role requires working Monday to Friday with a competitive salary based on experience. A comprehensive benefits package is also offered.

Qualifications

• Experience in providing high-quality support in financial planning.
• Ability to produce timely and compliant Financial Planning Reports.
• Motivated, friendly, and professional demeanor.

Responsibilities

• Work closely with Financial Planners to support clients' needs.
• Conduct detailed research on existing and potential client arrangements.
• Assess clients' financial objectives against their circumstances.

Skills

High-quality client service

Technical support knowledge

Research and analysis

Professional communication

Job description

Job Description

We have a fantastic vacancy for a Paraplanner to join our Cambridge Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Details

Office: Perspective (Central & East) Limited

Location: Cambridge

Working Hours

Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary

Competitive dependent on experience and qualifications. Available upon request.

Benefits

• 25 days holiday
• Birthday day off
• Pension
• Enhanced Parental Pay
• Life Assurance
• Learning & Development
• Employee Referral Scheme
• Electric Vehicle Scheme – lease brand‑new electric car through salary sacrifice arrangement
• Cycle to Work Scheme – easier access to a new bike and safety equipment through salary sacrifice arrangement
• Eyecare Support – designed to help employees stay comfortable and supported when working with display screen equipment
• Holiday Purchase Scheme – option to buy up to five additional days of holiday each year
• Long Service Awards – recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective
• Extra Discount Cards – give employees an easy way to make everyday spending go further
• Family Friendly Policy – support employees as they grow their families, whether through birth or adoption
• Perspective plus – shaped around you; comprehensive range of employee benefits, shaped around you