Paraplanner - Diploma and working towards considered in Cambridge - Cranleigh Personnel

Paraplanner

Location: Cambridge (outskirts) – accessible by car & public transport

Salary: £37,000 - £50,000 (depending on experience)

Why this is an exceptional role

We’re working with a well-regarded private client wealth planning firm based just outside Cambridge, with additional offices in Norwich and London, and backed by a wider investment and asset management group.

This is a fantastic opportunity for a Paraplanner who wants to be part of a collaborative, medium-sized team that still benefits from the structure and stability of a larger organisation.

Here’s what makes this role stand out:

• Medium-sized, close-knit team: around 20 advisers, paraplanners and administrators – you’ll feel part of something, not lost in a big corporate structure.
• Pod-style working: work closely with 1–2 advisers and a dedicated administrator – with workload managed by an experienced Head of Paraplanning and Paraplanning Manager.
• Strong support and communication: weekly team meetings, clear processes, and excellent leadership keep everything running smoothly.
• Career progression built in: as the team grows, there’s room to progress into Senior Paraplanner or even Adviser roles.
• Modern, well-equipped office: based on the outskirts of Cambridge, easily accessible by car (with parking) or public transport.

This is a fantastic environment for an experienced or developing paraplanner who wants to grow within a team that values collaboration, structure and long-term progression.

The role

You’ll work as part of a dedicated pod, supporting one or two advisers across all aspects of the advice process. Your work will span technical report writing, research and client case analysis, with a strong emphasis on quality and collaboration.

Key responsibilities:

• Prepare high-quality, compliant suitability reports and client documentation

• Undertake research and analysis to support financial recommendations

• Assist advisers with client meeting preparation and follow-up

• Contribute to the review process and ensure all client files are maintained accurately

• Collaborate with your pod team and other paraplanners to share knowledge and best practice

• As your experience grows, take on larger or more complex cases, and progress into a senior paraplanning or advisory role

What we’re looking for

• Level 4 Diploma qualified (or near completion)

• Experience in a paraplanning role or a strong background in technical administration

• Excellent written and analytical skills

• Confident working within a pod structure and managing your own workload

• A proactive mindset and enthusiasm for career development

What’s on offer – and why it stands out

Hybrid working: typically 2–3 days in the office, the rest from home

Comprehensive benefits package:

• Life insurance
• Income protection
• 4× salary death-in-service cover
• 5% / 3% pension
• Full exam and study support: paid exams and access to the firm’s own online learning platform
• Genuine career progression: routes into Senior Paraplanner or Adviser roles as the business continues to grow organically
• Excellent management and structure: strong leadership from the Head of Paraplanning and Paraplanning Manager, ensuring workloads are well balanced and supported
• Collaborative team feel: friendly, mid-sized business culture backed by the resources of a larger group — the best of both worlds

If you’re a Paraplanner looking for a role where you’ll be supported, valued, and given the opportunity to progress in a structured but friendly environment, this is the perfect fit.