Paraplanner - Cambridgeshire

Henderson Scott; Cambridge; Hybrid; GBP 35,000 - 48,000; Full time

Job summary

Henderson Scott seeks a Paraplanner based in Cambridgeshire with hybrid working. You will support the Private Client Financial Planner by drafting financial planning reports and maintaining market knowledge to provide effective advice.

Responsibilities include logging CPD, managing contracts, and handling new applications within regulatory standards, while ensuring accurate record-keeping and clear client communications.

Qualifications

• Experience of working in Financial Services in a financial planning, research or technical capacity.
• Diploma qualified; good listening and communication skills (written and verbal).
• Able to prioritise workload and meet deadlines.

Responsibilities

• Draft financial planning reports to meet and/or exceed activity targets.
• Develop and maintain technical and market knowledge to assist the Private Client Financial Planner.
• Ensure CPD requirements are logged and maintained.
• Negotiate and place contracts with appropriate terms on behalf of clients.
• Compile and complete new applications and schemes in line with internal/regulatory standards.
• Record and maintain information in Intelligent Office for logging and reporting.
• File/store records per internal standards for efficient retrieval.
• Understand and apply internal/regulatory standards as specified in manuals.
• Develop report writing and communication skills for client interactions.
• Undertake project-based work as required.

Skills

Financial services experience

Education

Diploma qualified

Tools

Intelligent Office

Microsoft Office

Job description

Paraplanner, based in Cambridgeshire, competitive salary and benefits package and offering hybrid working.

Job Purpose

To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards.

Job Role

• To draft financial planning reports in order to meet and/or exceed agreed activity targets.
• To develop and maintain the appropriate technical and market awareness knowledge in order to assist the Private Client Financial Planner in providing effective advice.
• To ensure that the CPD requirements, as defined in the T&C handbook are maintained and logged as appropriate.
• To negotiate and agree (in conjunction with the Financial Planner/ Head of Research) the placement of contracts with appropriate terms on behalf of clients.
• To ensure correct compilation and completion of all new applications and/or schemes in accordance with internal/ regulatory standards by effective communication, workflow management and record-keeping/ database management.
• To record/ maintain information on Intelligent Office in order to allow work to be logged, tracked and internal records/ management information to be kept up-to-date.
• To file and/or store records and files in accordance with internal standards so they can be accessed and/ or retrieved in an efficient manner.
• To understand and be able to apply internal and/or regulatory standards as specified in procedural manuals and handbooks.
• To develop/ maintain report writing and communication skills to enable effective communications with the client.
• To undertake work of a project based nature when required to do so.

Person Specification

• Experience of working in Financial Services in a financial planning, research or technical capacity.
• Diploma qualified* Good listening and communication skills (written and verbal).
• Evidence of technical competence.
• Appropriate appearance for a 'Professional' office.
• Adaptable to changing demands and priorities.
• IT skills including use of laptop/ desktop computing, Microsoft Office (or equivalent) and database (CRM) management and preferably Intelligent Office.
• Seeks opportunities to develop own skills.
• Demonstrates commitment to own development.
• Able to prioritise workload.
• Able to work to deadlines.