Paraplanner — Elevate Financial Planning in Cambridge

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

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.