Senior Paraplanner - Hybrid, Cambridge - Financial Planning

RGH-Global Limited; Cambridge; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading financial services firm is looking for a Senior Paraplanner to support Financial Planners by providing technical research and analysis across various financial planning areas. The role offers hybrid working options and requires strong technical expertise in pensions, investments, and protection planning. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and excellent communication skills.

Qualifications

• Strong background in delivering high-quality paraplanning support.
• Broad experience across pensions, investments, and protection planning, including complex cases.

Responsibilities

• Conduct thorough research based on client circumstances and existing arrangements.
• Prepare clear, tailored suitability reports and letters.
• Produce technical documentation and research materials for client meetings.

Skills

Excellent communication and client-service skills

Strong technical financial planning knowledge

High attention to detail and numerical accuracy

Effective organisational and prioritisation skills

Strong collaboration skills

Education

A-Level/Higher (or equivalent)

Level 4 Diploma in Regulated Financial Planning (or equivalent)

Progression toward Advanced Diploma/Chartered status (desirable)

Job description

A leading financial services firm is looking for a Senior Paraplanner to support Financial Planners by providing technical research and analysis across various financial planning areas. The role offers hybrid working options and requires strong technical expertise in pensions, investments, and protection planning. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and excellent communication skills.