Senior Paraplanner

Financial Services
Job Type: Permanent
Location: Cambridge

£35000 - £50000 per annum + Comprehensive Benefits. Bonus. Hybrid
Posted on:
August 5, 2022
IFA Administrator. New Business. Paraplanner. Client Support. Private Client. IFA. Report Writer. Senior Paraplanner.
Phone: 01277 889373
Url :


A highly established, successful Independent Financial Practice currently requires an experienced Senior Paraplanner, to join its friendly team. It has been providing high quality financial and investment advice to clients across East Anglia since 1990 provides high standards of customer service, professional advice tailor-made to its clients and long-term relationships

An exceptional opportunity, one in which you will be well rewarded for your commitment with a very competitive package, a great long-term career and a fantastic working environment, hybrid

It has a policy of keeping a low profile, but a much higher profile with professionals and clients. This, they feel, has given them a good rapport and a great deal of respect from its valued clients and introducers

Duties are varied and include:

  • Undertaking and updating product due diligence
  • Daily interaction with clients and providers
  • Input of the monthly ongoing fees onto spreadsheet for the business
  • Preparing information for reports, i.e., illustrations, back up information
  • Assisting in valuation preparation via our platforms
  • Assisting Directors in the preparation of reports and liaising with clients to update fact find info etc
  • Auto enrolment knowledge would be helpful.

The following skills are essential:

  • Numeracy and literacy
  • Accuracy and attention to detail
  • Organised and efficient to enable procedures to be carried out effectively.
  • Compliance knowledge required.
  • Good sense of humour
  • Computer literacy
  • Excellent verbal and written communications.
  • To work effectively in a small team
  • Reliability & good time keeping
  • Proficient in using MS Excel, Outlook, and Word and (XPLAN software an advantage)

What's in it for you????

A competitive salary, commensurate with experience - which you expect to increase from your existing employment - it also offers pension and possibly a bonus structure dependant on ability/interaction with clients. There is onsite parking

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