Paraplanner – Level 4 qualified / Chartered 50k

Posted 1 month ago

Paraplanner Opportunity – (Level 4 diploma qualified or Chartered)

An excellent opportunity has arisen for a Paraplanner to work within a highly successful firm in Cambridge with progression opportunities.

Location: Cambridge

Salary:  35-50k dependent on experience

Email your CV to to apply

Role and Requirements

You will be providing full technical support to a highly successful team of Advisors and will be supported by an administration and trainee Advisor team.




  • Suitability Letter preparation; complex new business, investment replacement, pension transfers and drawdown letters
  • Preparation of critical yield calculations, tax calculations, shortfall calculators, illustrations and advice sets
  • CFR checks ensuring compliance requirements are met prior to submission
  • Updating CFR where appropriate on technical elements of submissions
  • Producing and maintaining tailored client reports for top tier clients, following completion of relevant suitability letter
  • Advanced level knowledge of Voyant cash flow modelling tool
  • Keep knowledge base up to date with compliance requirements
  • Keep up to date with latest Risk briefing notes and fund management issues/changes etc/general compliance



  • Management of caseload and work in progress and LOA function within Salesforce.  Producing regular reports and delegating to Junior Paraplanner/Processor where appropriate
  • Working with Administrator to manage business pipeline ensuring all business processed
  • Closely working with Junior Paraplanners; assistance with management of workload
  • Working closely with Advisors and Administrators to ensure smooth running of back office support.


Personal Attributes

  • 1-2 years’ experience of high level suitability report writing.
  • Diploma qualification as a minimum
  • Excellent level of attention to detail
  • Comfortable with working within a small team environment
  • Able to work under periods of intense pressure
  • Confident in using a CRM system, including updating and reporting
  • Flexible approach to their workload and day to day requirements of the business
  • Ability to prioritise effectively unsupervised for both themselves and the Junior Paraplanner
  • Comfortable in a supervisory position (Junior Paraplanner)
  • Good time management skills with a methodical approach to workload

Job Features

Job CategoryFinancial

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