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Paraplanner — Elevate Financial Planning

Job in Cambridge, Cambridgeshire, CB21, England, UK
Listing for: Perspective Financial Group Ltd
Full Time position
Listed on 2026-06-27
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 30000 - 40000 GBP Yearly GBP 30000.00 40000.00 YEAR
Job Description & How to Apply Below

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.

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