Paraplanner
Job in
Cambridge, Cambridgeshire, CB2 1RT, England, UK
Listed on 2026-08-12
Listing for:
GROVE TALENT SOLUTIONS LTD
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Paraplanner
Location:
Cambridge (Hybrid Working)
Salary: Negotiable, dependent on experience and Qualifications
A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment.
The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients objectives.
This role also offers structured training and development support with an option to progress towards advising available in the future.
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
Keep up to date with financial planning legislation, products, compliance requirements and industry developments
Key Requirements
Previous experience within a Financial Advice / Wealth Management firm
Strong paraplanning and report-writing experience is essential
Diploma in Financial Planning (or working towards) is desirable, though not essential.
Highly organised with the ability to manage and prioritise workloads effectively
High attention to detail with the ability to produce accurate, well-structured reports and correspondence
Benefits
Hybrid Working Available
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 progress into an Adviser role
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×