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

Senior Paraplanner
RGH‑Global Limited —Cambridge
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
14d
Paraplanner
Perspective Financial Group —Cambridge
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Swiss Life Global Solutions —Cambridge
- Annual leave
- Employee assistance programme
Paraplanner
RGH‑Global Limited —Cambridge
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Communication skills
14d

More jobs to discover

Find similar jobs that you might be interested in.

Paraplanner / Technical Planner Financial Services
ALAN BOSWELL GROUP LIMITED —Norwich
We are looking for a *Paraplanner (Technical Planner)* to provide vital support to the team of Financial Advisers for personal and corporate clients,…
£30,000 - £45,000 a year
Quick apply
12d
Senior Paraplanner
RGH‑Global Limited —Cambridge
Act as a point of reference for complex paraplanning queries, escalating matters when appropriate. Perform detailed calculations and create cash-flow models…
£50,000 - £60,000 a year
14d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

paraplanner jobs near witchford, cam

Paraplanner jobs in Gloucester

Paraplanner jobs in Leeds

Paraplanner jobs in Preston

Graduate Paraplanner jobs in England

Paraplanner jobs in Colchester

Senior Compliance Officer jobs in London

Senior Paraplanner jobs in Wirral

Senior Paraplanner jobs in Fleet

Senior Management Accountant jobs in London

Senior Customer Success Manager jobs in London

Paraplanner Level 4 jobs in London

Paraplanner jobs in Stoke On Trent St6

Paraplanner jobs in Chipping Norton

Paraplanner jobs in Edinburgh Eh1

Paraplanner jobs in Chapeltown

Paraplanner jobs in Harrogate

Paraplanner jobs in Chelmsford

Senior Paraplanner

RGH‑Global Limited
Cambridge

Apply Now

Job details

Permanent | Full-time
£50,000 - £60,000 a year
14 days ago

Qualifications

Financial planning
Pension
Organisational skills
Communication skills
A Level

Full job description

Job Title: Senior Paraplanner

Location: Cambridge office (hybrid working available)

Salary: £50,000 £60,000

Role Overview

The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions, protection planning, tax considerations, and investment strategies. The role involves handling more complex client scenarios and contributing to high-quality advice that delivers strong, client-centric outcomes.

A core part of this position is producing well-structured, personalised suitability reports and ensuring all work aligns with regulatory expectations and internal frameworks. The Senior Paraplanner is expected to maintain a high level of technical expertise, stay informed about market and regulatory developments, and take a proactive approach to continuous improvement.

This role also includes supporting junior paraplanners through mentoring, training, and involvement in process enhancements across the department.

Key Responsibilities

Conduct thorough research based on client circumstances, existing arrangements, and information gathered by Financial Planners to support the development of suitable financial recommendations.
Perform detailed calculations and create cash-flow models where needed.
Prepare clear, tailored suitability reports and letters that reflect each clients objectives, risk profile, and any vulnerabilities.
Ensure all communications are compliant, accurate, and easy to understand.
Produce technical documentation and research materials for client meetings and presentations.
Identify future planning opportunities when reviewing client cases and highlight them to the Financial Planner.
Act as a point of reference for complex paraplanning queries, escalating matters when appropriate.
Provide structured guidance and training to new paraplanners.
Share knowledge, encourage collaboration, and support high standards across the team.

Competencies

Strong background in delivering high-quality paraplanning support.
Broad experience across pensions, investments, and protection planning, including complex cases.
A-Level/Higher (or equivalent) education.
Level 4 Diploma in Regulated Financial Planning (or equivalent).
Progression toward Advanced Diploma/Chartered status (desirable).

Core Skills

Excellent communication and client-service skills.
Strong technical financial planning knowledge.
High attention to detail and numerical accuracy.
Effective organisational and prioritisation skills.
Strong collaboration skills and ability to act as a role model.

Apply Now

Refine Your Search

paraplanner jobs in witchford, cam

Senior Paraplanner

Paraplanner

Paraplanner

Paraplanner

More jobs to discover

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

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected