Paraplanner

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

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.

Office: Perspective (Central & East) Limited

Location: Cambridge

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

Salary: Competitive dependent on experience and qualifications. Available upon request.

Perspective (Central & East) Ltd

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. Office: Perspective (Central & East) Limited Location: Cambridge Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours) Salary: Competitive dependent on experience and qualifications. Available upon request.

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

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

Electric Vehicle Scheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle to Work Scheme

Our Cycle to Work Scheme makes it easier for employeesto access a new bike and safety equipment through a salary sacrifice arrangement.

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

Holiday Purchase Scheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

Long Service Awards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

Extra Discount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

Family Friendly Policy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspective plus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Perspective Financial Group Limited does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales.
Company No. 6455775

Perspective Financial Group Limited
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY