⏰ Full-time

Paraplanner - Cambridge

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Blakemore Recruitment

                    Location
                    📍 Cambridge, United Kingdom
                

                    Posted
                    📅 June 04, 2026
                

                    Work Type
                    ⏰ Full-time
                

Position Overview

We are currently recruiting for a Financial Planning practice near Cambridge who are looking to recruit a Paraplanner.
You would be required to have a minimum of 2 years' experience of working in financial services. You will support the Chartered Financial Planners dealing with high net worth clients proving holistic financial planning including areas such as Pensions, Investments, Protection and non-mainstream investments.

Main Duties:

Understanding / Analysis / Recommendation
Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client’ and the firm’s policies

Ensure that all compliance documentation is present and correct

Collaborate with Chartered Financial Planner in connection with developing a comprehensive financial plan and strategy to meet the client needs and objectives

Undertake comparative research including completing calcul...

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Job Details

⏰

Employment Type

Full-time

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