Paraplanner – Financial Planning Specialist

About the role

We are a well‑established independent financial planning firm seeking an experienced Paraplanner to join our technical team in Cambridge. Working closely with Financial Advisers, you will help translate client objectives into clear, compliant financial planning reports while enjoying hybrid working flexibility.

Key responsibilities

• Produce comprehensive, compliant financial planning reports for advisers to present to clients.
• Conduct technical research on products, providers, and planning solutions.
• Support advisers with client reviews, queries, and ongoing servicing requirements.
• Act as a point of contact for day‑to‑day client and adviser support queries.
• Prepare client review packs and obtain illustrations as required.
• Stay up‑to‑date with financial planning legislation, products, compliance requirements and industry developments.

Required profile

• Previous experience within a Financial Advice or Wealth Management firm.
• Strong paraplanning and report‑writing experience.
• Diploma in Financial Planning (or working towards) – desirable but not essential.
• Highly organised with the ability to manage and prioritise workloads effectively.
• High attention to detail and ability to produce accurate, well‑structured reports.

Required skills

What we offer

• Hybrid working arrangement.
• Competitive bonus scheme.
• Support and funding for professional industry qualifications.
• Up to 30 days annual leave with holiday purchase (plus bank holidays).
• Excellent training and development support.
• Life assurance and pension scheme.
• Clear progression opportunities, including the option to become an Adviser.