Paraplanner

Location: Cambridge

Salary: £40,000 - £55,000

The Opportunity

An established, national wealth management firm is looking to add a Paraplanner to its growing Cambridge team. The business supports high-net-worth clients and offers a structured environment with clear progression routes into advisory or leadership roles.

This is a strong opportunity for a technically capable Paraplanner who enjoys working on complex cases, particularly around IHT and trusts, and wants to be part of a well-resourced, forward-thinking organisation.

Key Responsibilities

• Preparing high-quality suitability reports across a range of financial planning areas
• Supporting advisers with complex client cases, including estate planning and trusts
• Conducting technical research to support recommendations
• Reviewing client portfolios and ensuring ongoing suitability
• Maintaining accurate and compliant client records

Requirements

• Diploma in Regulated Financial Planning (essential)
• Chartered status or working towards (preferred)
• Strong experience with IHT and trusts
• Proven track record of writing suitability reports
• Solid technical knowledge across financial planning

Benefits

• Competitive salary package
• Strong pension contribution structure with employer contributions and salary sacrifice options
• Group life insurance and income protection
• Private medical, dental, and critical illness options
• Health and wellbeing support including EAP and virtual health services
• Discount schemes, gym membership support, and cycle to work scheme
• Flexible benefits platform with extensive options
• Clear progression opportunities into advisory or management pathways