Paraplanner

Grove Talent Solutions; Cambridge; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Hybrid Working Available

Competitive Bonus Scheme

Support and funding for professional行业

Job summary

Grove Talent Solutions in Cambridge is seeking a detail‑driven Paraplanner to join a supportive, collaborative team. Hybrid working: mix of office and home, with training and career progression into Adviser roles available.

You will research products and providers, prepare compliant financial planning reports, support advisers with client reviews, and keep pace with changing legislation and industry developments.

Qualifications

• Experience in Financial Advice / Wealth Management.
• Strong paraplanning and report-writing essential.
• Diploma in Financial Planning desirable, though not essential.
• Highly organised with the ability to manage and prioritise workloads effectively.
• High attention to detail with the ability to produce accurate, well-structured reports and correspondence.

Responsibilities

• Produce comprehensive, compliant financial planning reports for advisers to present to clients.
• Conduct technical research on products, providers, and planning solutions.
• Support advisers with client reviews, queries, and ongoing servicing requirements.
• Act as a point of contact for day-to-day client and adviser support queries.
• Prepare client review packs and obtain illustrations as required.
• Keep up to date with financial planning legislation, products, compliance requirements and industry developments.

Skills

Paraplanning

Report writing

Research

Organisation

Education

Diploma in Financial Planning

Job description

Overview

Job Title: Paraplanner

Location: Cambridge (Hybrid Working)

Salary: Negotiable, dependent on experience and Qualifications

A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment.

The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients\' objectives.

This role also offers structured training and development support with an option to progress towards advising available in the future.

Responsibilities

• Produce comprehensive, compliant financial planning reports for advisers to present to clients
• Conduct technical research on products, providers, and planning solutions
• Support advisers with client reviews, queries, and ongoing servicing requirements
• Act as a point of contact for day-to-day client and adviser support queries
• Prepare client review packs and obtain illustrations as required
• Keep up to date with financial planning legislation, products, compliance requirements and industry developments

Qualifications

• Previous experience within a Financial Advice / Wealth Management firm
• Strong paraplanning and report-writing experience is essential
• Diploma in Financial Planning (or working towards) is desirable, though not essential.
• Highly organised with the ability to manage and prioritise workloads effectively
• High attention to detail with the ability to produce accurate, well-structured reports and correspondence

Benefits

• Hybrid Working Available
• Competitive Bonus Scheme
• Support and funding for professional industry qualifications
• Up to 30 days annual leave with holiday purchase (plus bank holidays)
• Excellent Training and Development Support
• Life assurance and pension scheme
• Clear progression opportunities, including the option to progress into an Adviser role