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| Job Location | Cambridge |
| Education | Not Mentioned |
| Salary | Salary negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
ParaplannerMy client is involved in Financial services, Wealth management and Private office and are currently seeking an experienced Paraplanner to join our dynamic team. The successful candidate will play a crucial role in supporting our financial planners in thedelivery of exceptional client service.Key Responsibilities- Assisting financial advisors in the research and analysis of financial plans.- Preparing and maintaining client files and documentation.- Developing comprehensive financial plans and strategies.- Assisting in the implementation of financial plans.- Preparing client review meetings and reports.- Ensuring compliance with industry regulations and working practices.Required Skills and Experience- Proven experience as a Paraplanner min 2 years.- Experience with Intelligent Office and FE Analytics- Strong analytical skills and attention to detail.- Excellent verbal and written communication skills.- Ability to work independently and as part of a team.- Knowledge of financial planning and risk assessment.- Understanding of compliance regulations.QualificationsLevel 4 diploma in ParaplanningCertified Financial Planner (CFP) or related certification would be advantageous.In Return:Very competitive salary and benefits package.True career path with many options