Paraplanner Work, Jobs in Sawston, Cam (with Salaries)

Paraplanner
Perspective Financial Group —Cambridge
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Paraplanner
Swiss Life Global Solutions —Cambridge
- Annual leave
- Employee assistance programme
Senior Paraplanner
RGH‑Global Limited —Cambridge
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
IFA Administrator
Melius —Chelmsford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Computer skills
- Communication skills
- Employee assistance programme
Paraplanner
RGH‑Global Limited —Cambridge
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Communication skills
Wealth Operations Manager
The Progeny Group Limited —Cambridge
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Computer skills
Quick apply
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Paraplanner
Perspective Financial Group —Cambridge
Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
Paraplanner
Swiss Life Global Solutions —Cambridge
Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years.

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Paraplanner

Perspective Financial Group
Cambridge

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Microsoft Powerpoint
Microsoft Word
Financial report writing
Microsoft Office Suite
Proofreading
Communication skills

Full job description

Perspective (Central & East) Ltd

Job Description

We have a fantastic vacancy for a Paraplanner to join our Cambridge Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Office: Perspective (Central & East) Limited

Location: Cambridge

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependent on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Cambridge OfficeSuite 1 Pioneer House Chivers Way Histon CambridgeCB24 9NL

Requirements

Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
A reliable individual who has the ability to manage and prioritise workloads.
Outstanding communication skills at all levels.
Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
Analytical and problem-solving skills.
Experience of working as part of a team.
Excellent organisational and multi-tasking abilities are essential.
Flexibility/ adaptability to cope with change.
Confident with IT and office software packages Word, Excel, PowerPoint.

Responsibilities

The key duties of the role are:

Writing Financial Planning Reports that our Planners present to clients.
Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
Arranging for plans to be submitted to provider companies.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Preparation of client review packs.
Illustration requests.
Keep up to date with financial products and legislation.
Comply with all company and industry guidelines, rules and regulations.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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paraplanner jobs in sawston, cam

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Paraplanner

Wealth Operations Manager

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Perspective (Central & East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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Refine Your Search

paraplanner jobs in sawston, cam

Paraplanner

Senior Paraplanner

IFA Administrator

Trainee Financial Planning Administrator

Paraplanner

Wealth Operations Manager

More jobs to discover

I want to receive the latest job alerts for paraplanner in sawston, cam

Explore jobs in more locations

Perspective (Central & East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you