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Financial Services



Type of Position: Paraplanner
Pay: up to £50k

Paraplanner - Cambridge - up to £50k

Our client, a top firm in the UK, is looking for an additional Paraplanner to join their team. Possibility to earn £40-50k, depending on experience. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
Specific activities include:
• Check all compliance paperwork is present
• Confirm client risk profile is determined
• Discuss client objectives with Financial Advisers
• Identify and obtain the information necessary to compile financial cashflow forecast
• Compile draft net worth statement; income and expenditure statements and financial cashflow forecast and discuss with Financial Advisers • Identify areas for planning
• Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the clients needs
• Prepare information/comparisons for analysis by planner • Liaise with client’s legal and tax advisers (if applicable)
• Consider current and future allocation of assets for investment strategy with regard to client risk profile
• Prepare draft recommendation reports to be discussed/signed off by planner
• Prepare suitability letters in accordance with the agreed recommendations
• Complete application / proposals forms
• Ensure all compliance paperwork is in order
• Make changes to clients’ investments as instructed
• Implement the chosen investment strategies
• Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
• Establish and build strong relationships with clients and attend client meetings with Financial Adviser if required
• Organise future planning meetings with client
• Review investment portfolio, asset allocation, risk profile etc
• Send planning figures to client for update and revision in preparation for next meeting
• Initiate review meetings with clients
Key skills/Experience required:
• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Detailed and accurate
• Articulate
• Excellent inter-personal skills, both written and verbal
• Ability to multi-task and prioritise effectively
• Good IT skills
• Good report writing skills
• Ability to work independently and in a team
• Broad knowledge of financial services world
• High level of technical knowledge
• Level 4 qualified, ideally working towards Chartered.
Please email your CV to to be considered for this position.

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