Paraplanner - Hybrid Financial Planning Expert

Recruit Wealth; Cambridge; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Upgrade to 5 extra days holiday

Your birthday off

Quarterly paraplanning bonus scheme

Annual salary reviews

Full study support for qualifications,

Adviser Academy and progression paths

Staff recognition and annual awards

Hybrid/flexible working

Private pension

Life assurance

Corporate eye-care cover

Job summary

Recruit Wealth is recruiting a Paraplanner in Cambridge to join a high-performing financial planning team. You will support Financial Planners by producing high quality reports and conducting in-depth product research for personalised client solutions.

You will act as a technical contact for queries, assist with client reviews and ensure records, applications and compliance are meticulously handled. The role offers hybrid/flexible working and clear progression.

Qualifications

• Paraplanner with experience in financial advice is preferred.
• Diploma qualification and willingness to study further.
• Proficient with Intelligent Office or similar CRM/colleague systems.
• Strong analytical and research skills with attention to detail.

Responsibilities

• Produce high quality suitability reports.
• Conduct detailed research on financial products and strategies.
• Support Financial Planners with client reviews and ongoing planning needs.
• Act as technical support contact for planners and clients.
• Submit applications to providers and manage documentation; maintain compliant client records.
• Ensure all work aligns with FCA and internal compliance standards.

Skills

Paraplanning experience

Analytical & research skills

Outstanding communication & teamwork

IT skills (Word/Excel/PowerPoint)

Education

Diploma qualified

Tools

Intelligent Office

Job description

Recruit Wealth is recruiting a Paraplanner in Cambridge to join a high-performing financial planning team. You will support Financial Planners by producing high quality reports and conducting in-depth product research for personalised client solutions.

You will act as a technical contact for queries, assist with client reviews and ensure records, applications and compliance are meticulously handled. The role offers hybrid/flexible working and clear progression.