Paraplanner

TribePost Ltd; Cambridge; Hybrid; GBP 40,000 - 46,000; Full time

Job summary

An innovative financial planning firm is seeking a proactive Paraplanner to enhance their dynamic team. This role is perfect for an experienced professional looking to contribute to high-quality client service in a supportive environment. You will play a vital role in managing client data, conducting research, and ensuring compliance with regulatory standards. With a focus on professional development, this position offers the opportunity to grow alongside the business while being part of a close-knit team dedicated to excellence in personal finance. If you're ready to elevate your career, this is the place for you!

Benefits

Discretionary annual bonus

Flexible working arrangements

Company pension

Life insurance

Professional development opportunities

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.
• Create suitability letters for new business and ongoing reviews.

Skills

Paraplanning

Client Communication

Financial Modelling

Research Skills

Regulatory Compliance

Pensions Knowledge

Investment Knowledge

Tax Planning

Education

Diploma Level 4

Tools

Financial Planning Software

Cashflow Modelling Tools

Job description

Envision are now recruiting for a Paraplanner

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;

• Discretionary annual bonus
• Flexible and hybrid working arrangements
• Company pension
• Life insurance
• Professional development and career progression opportunities

About Us

We are a newly established financial planning firm offering comprehensive advice across all areas of personal finance. Although part of a large network, 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.

Registered Office: 36B Speirs Wharf, Port Dundas, Glasgow, G4 9TG

Company Reg No. - SC372990 | VAT Reg No. - GB986160980