Paraplanner - Elevate Financial Planning in Cambridge

Posted 9 days 19 hours ago by Perspective Financial Group Ltd

Permanent
Full Time
Other
Cambridgeshire, Cambridge, United Kingdom, CB1 0
Job Description

Perspective Financial Group Ltd is seeking a Paraplanner to join their team in Cambridge. In this integral role, you will provide high-quality support to Financial Planners and conduct detailed research on client arrangements. Your responsibilities will include producing compliant Financial Planning Reports and ensuring excellent client service. The ideal candidate will possess strong technical support skills, be friendly, and maintain professionalism at all times.

The role requires working Monday to Friday with a competitive salary based on experience. A comprehensive benefits package is also offered.