Paraplanner | Hybrid Role + Study Support + Career Growth

Recruit Wealth; Cambridgeshire and Peterborough; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Hybrid/flexible working

5 days study support for professionals

Pension

Career progression pathways

Job summary

Recruit Wealth, a leading national Financial Planning firm, seeks a Paraplanner for its Cambridge regional hub. You will support Financial Planners, deliver high-quality suitability reports and conduct in-depth product research to support client outcomes.

The role emphasizes collaboration, technical proficiency, and adherence to FCA standards, with strong study support and clear career pathways in financial planning.

Qualifications

• Previous paraplanning experience with financial advice.
• Ideally Diploma qualified and willing to study further.
• Experience with Intelligent Office, highly desirable.
• Strong analytical and research skills.
• Excellent attention to detail and organisational ability.
• The confidence to manage multiple priorities effectively.
• Outstanding communication and teamwork skills.
• Strong IT skills including Word, Excel and PowerPoint.

Responsibilities

• Produce high quality suitability reports.
• Conduct detailed research on financial products, providers and strategies.
• Support Financial Planners with client reviews and ongoing planning needs.
• Act as technical support contact for the financial planner and client queries.
• Submit applications to providers and manage documentation.
• Maintain accurate, compliant and well-presented client records.
• Ensure all work complies with FCA and internal standards.

Skills

Analytical skills

Research skills

Attention to detail

Organisational ability

Multitasking

Communication

Teamwork

IT skills (Word, Excel, PowerPoint)

Education

Diploma qualification

Tools

Intelligent Office

Job description

Recruit Wealth, a leading national Financial Planning firm, seeks a Paraplanner for its Cambridge regional hub. You will support Financial Planners, deliver high-quality suitability reports and conduct in-depth product research to support client outcomes.

The role emphasizes collaboration, technical proficiency, and adherence to FCA standards, with strong study support and clear career pathways in financial planning.