Paraplanner - Employee Benefits

Job Title:Paraplanner Industry:Wealth management Location:Kimbolton, Cambridgeshire Salary:Up to £45,000 (depending on experience) Job Reference:9754 I'm working on an excellent opportunity for an experienced Paraplanner who has knowledge of Employee Benefits to join a respectable Wealth Management Company. They are looking to hire for the long-term, so have an excellent benefits package, treat their staff well and are able to offer professional development and career progression opportunities. They are actively seeking a Paraplanner to join their paraplanning team supporting their Financial Advisers. Their paraplanners provide research and analysis and quality written suitability reports to support the delivery of first-class holistic financial planning. The successful applicant will be required to provide Paraplanning support, working within agreed business objectives. Key Accountabilities: To provide technical and research support to the Advisers Have knowledge on Employee Benefits To assist the support team and compliance department when required Prepare suitability reports and summary of recommendations for processing team Question the planner’s recommendations if applicable Learn and maintain an understanding of firms centrali...

Created: 2025-07-21