Paraplanner
vor 3 Wochen
Paraplanner Salary £35,000-£45,000 Based in Cambridge, hybrid working This role provides essential analytical and technical support to Financial Planners by researching a wide range of financial planning solutions such as pensions, protection, tax strategies, and investments to help deliver comprehensive, client-focused advice. The position suits a paraplanner with strong experience who can produce high-quality reports, understand complex client circumstances, and contribute to well-reasoned recommendations. Main Responsibilities Client Support Carry out detailed and accurate research based on client files, information gathered by the Financial Planner, and existing financial arrangements to help shape appropriate, outcome-focused recommendations. Perform calculations and cash-flow modelling where required to support the planning process. Produce tailored suitability reports and client documentation that reflect each client's objectives, risk tolerance, and personal circumstances including adjustments for vulnerable clients and help communicate the recommended course of action. Ensure all written materials are clear, compliant, and reflect high professional standards. Prepare technical summaries and research notes to support client meetings and presentations. Identify potential areas for future planning opportunities and highlight these to the Financial Planner. Required Competencies Technical Expertise & Qualifications Proven background delivering a high-standard paraplanning service. Strong knowledge across investments, pensions, and protection along with exposure to more advanced planning scenarios. Educated to A Level/Higher (or equivalent). Level 4 Diploma in Regulated Financial Planning (or equivalent) is required. Willingness to progress toward the Advanced Diploma and Chartered status (desirable). Core Skills Exceptional client-service mindset. Strong communication and interpersonal abilities. Solid technical understanding of financial planning products. High level of numerical accuracy. Excellent attention to detail. Effective organisational and prioritisation abilities. Strong collaborative working style #J-18808-Ljbffr
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Senior Technical Paraplanner
vor 1 Woche
Town Of Cambridge, Österreich Harts Financial Solutions VollzeitA financial consultancy in Australia is seeking a Senior Technical Paraplanner to deliver high-quality financial advice and maintain client records. This role requires extensive experience in technical paraplanning with a focus on strong ethics and professionalism. The ideal candidate will have a relevant Australian degree and proven ability in financial...
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Town Of Cambridge, Österreich RGH-Global Ltd VollzeitA financial services company in Town Of Cambridge is seeking an experienced Paraplanner to provide analytical support to Financial Planners. This hybrid role involves detailed research, producing suitability reports, and ensuring high professional standards. Ideal candidates will have a background in paraplanning and hold relevant financial qualifications,...
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Senior Technical Paraplanner/Technical Specialist
vor 2 Wochen
Town Of Cambridge, Österreich Harts Financial Solutions VollzeitSenior Technical Paraplanner/Technical Specialist Harts Financial Solutions - Your Private CFO & Principle AdviserHarts Financial Solutions (HFS) is a privately owned consultancy business based in Wembley. We are dedicated to providing business owners and high net worth clients with tailored advice and strategies to help them grow, manage and protect their...
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Senior Paraplanner
vor 1 Woche
Council of the City of Sydney, Österreich Ally Wealth Management Pty VollzeitAbout the role Join Ally Wealth Management as a Senior Paraplanner and play a vital role in providing comprehensive financial planning advice to our clients. This is a full-time position based in our Sydney or Perth office, with opportunities for flexible and remote working arrangements. As a Senior Paraplanner, you will collaborate closely with our team of...
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Paraplanner
vor 4 Wochen
City of Melbourne, Österreich Cutcher & Neale Accounting and Financial Services VollzeitJoin to apply for the Paraplanner role at Cutcher & Neale Accounting and Financial Services About Cutcher & Neale In July 2025, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with one of Australia’s leading financial services businesses. While this role is based in the BBB Partners Melbourne office, you’ll...
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Paraplanner - Wealth Advisory
vor 3 Wochen
City of Melbourne, Österreich Lead Group VollzeitParaplanner - Wealth Advisory - Melbourne Our client who is a continuing success story is seeking a progressive Paraplanner to join the Wealth Advisory team, this role is due to pure growth and newly created! We're looking for an experienced Paraplanner to join the Financial Planning & Wealth Management team. Working closely with a team of experienced...
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Paraplanner
vor 4 Wochen
Council of the City of Sydney, Österreich Burcheart VollzeitParaplanning Specialist – Strategy-First Thinker Wanted Are you obsessed with strategy? Love pulling apart the “what ifs”? Thrive in a high-energy, collaborative environment where the client’s goals drive everything? Welcome to Burcheart – Sydney’sAward-Winning Holistic Financial Planning Practice , where we don’t just follow the rules; we...
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Paraplanner
vor 4 Wochen
Council of the City of Sydney, Österreich Burcheart VollzeitFounder of Burcheart | Australia’s 50 Most Influential Advisers 2025 | Multi Award Winning Financial Planner | Speaker | FAAA Adviser of the Year 2023 Paraplanning Specialist – Strategy-First Thinker Wanted Are you obsessed with strategy? Love pulling apart the “what ifs”? Thrive in a high-energy, collaborative environment where the client’s goals...
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Financial Advisor/Paraplanner
vor 3 Wochen
City of Brisbane, Österreich Xprt Dev VollzeitHybrid Posted 1 day ago Financial Advisor / Paraplanner – Southport | Gold Coast Join a growing firm with genuine career progression to Director level What’s on Offer Full-time role with clear long-term growth to Director level Established client base with strong referral potential Collaborative, supportive culture backed by experienced owners The Role...
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Strategic Paraplanner
vor 1 Woche
City of Brisbane, Österreich Ord Minnett Vollzeit1 day ago Be among the first 25 applicants Ord Minnett is seeking a client focused and proactive Strategic Paraplanner to join our national paraplanning team in our Brisbane office. This is more than a paraplanning role - it’s your opportunity to gain exposure to high-net-worth strategies, complex client scenarios, and set yourself up for a future as a...
