Paraplanner

Job Role: ParaplannerLocation: CambridgeSalary: Up to £45,000Job Reference: 10472Recruit UK is working in partnership with a growing, forward-thinking financial services firm is seeking a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. This is a fantastic opportunity for a diploma qualified paraplanner in Cambridge to join a fast-paced, client-focused environment where your work will directly contribute to the company''s continued growth and reputation for excellent service. Do you want to have: A chance to be part of a growing and ambitious organisation? Work within a supportive team culture with opportunities for development? Earning a competitive salary, discretionary bonus, and flexible benefits? Work within a hybrid working model Career progression into advising or management within 18 months If this sounds like it could be of interest continue to read! Role responsibilities:Draft suitability reports with guidance.Liaise with Financial Planners to complete and accurate information for advice.Interpret adviser meeting notes and prepare appropriate recommendations.Support advisers with technical guidance to help deliver good consumer outcomes.Conduct research and maintain compliance throughout all casework.Keep workflows and records up to date to ensure accurate and ..... full job details .....