Experienced Paraplanner – Cambridge
To join a highly professional team in our Cambridge office. The focus is mainly on investment and pensions’ business for private clients, introductions from professional connections (solicitors and accountants) and business clients (employee benefits). The ideal candidate will have at least two years relevant experience and have obtained the Certificate in Financial Planning, ideally having obtained their Diploma. Most client documentation, including Suitability Reports, are templated but retain the ability to be highly pesonalised.
Knowledge of Avelo (Adviser Office) is essential and other systems used include Synaptic Product Research, Finex Analytics and O&M Pensions Profiler and the Ascentric, Cofunds and Fundsnetwork platforms amongst others.
Starting salary will depend on qualifications, experience and attitude but starts at £20,000 for a less experienced candidate rising to £28,000 for a more senior candidate, plus pension and death in service benefits.
In the first instance please email your CV confidentially to Malcolm Coury via the apply button or call Malcolm on 01225 471100.