Technical Financial Planner - Cambridge

Our client is looking to take on a confident and proactive Paraplanner to support their Financial Planners and play a key role in the day-to-day running of the business. This is an exciting opportunity for an experienced professional to contribute to a high-quality client service within a dynamic and expanding team.

This position offers hybrid working from their Cambridge office, and a salary up to £46k (DOE).

Key Responsibilities

-   Input client data into financial planning software and back-office systems
-   Conduct research using third-party software and prepare compliant reports
-   Create suitability letters for both new business and ongoing reviews
-   Deliver financial modelling scenarios and cashflow plans
-   Prepare review documents and maintain accurate client files
-   Produce illustrations and application packs for Financial Planners
-   Liaise directly with clients and attend meetings where required
-   Sit on the Due Diligence panel and contribute to strategy development
-   Ensure all compliance and regulatory standards are met

Personal Qualities:

-   Organised, detail-oriented, and reliable
-   Self-motivated with a proactive approach to work and process improvement
-   A strong communicator, both written and verbal
-   Able to manage your workload in a dynamic, client-focused environment

Skills and Experience Required:

-   Minimum 3 years’ experience in an independent paraplanning role
-   Diploma qualified (Level 4) with ambition to continue development
-   Strong knowledge of pensions, investments, protection, and tax planning
-   Solid understanding of CGT, IHT, Trusts, and pension transfer considerations
-   Familiarity with cashflow modelling tools and systems
-   Experience working with esoteric products such as VCTs, EIS, and structured products
-   Ability to develop and implement internal policies and procedures
-   Comfortable working both independently and collaboratively

If you are interested in applying for this position, then please send your CV to sam@artemisrecruitment.co.uk.

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