Paraplanner

Cambridge

Recruiter Managing This Role

Paraplanner

Cambridge minimum of 3 days a week in the office (after probation)

Salary up to £45,000

We are currently working with a highly regarded, Independent Financial Advice manager who are seeking a Paraplanner to join their growing team. This company is an established, household name in the industry with multiple offices across the UK.

You will join the team in an exciting growth period for the business, and as a key member of the technical team, youll work closely with Advisers and Administrators in a pod structure, supporting on high-net-worth clients.

You will deliver exceptional financial planning support across clients on investments, pensions, tax, estate planning. This includes: preparing suitability reports, illustrations & calculations, recommendations and cashflow modelling. You w...

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