Hybrid Paraplanner - Cashflow Modelling & Chartered Path

Premier Jobs UK; Wilmslow; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Salary £40k-£50k

Hybrid working

25 days annual leave

Birthday off

Discretionary Christmas bonus

Death in service

Chartered status support

Job summary

Premier Jobs UK is recruiting a Paraplanner to join a growing financial planning business. You will support advisers with research, report writing and cashflow modelling, helping manage demand and growth.

You will reduce backlog, work with a collaborative team, and have structured progression pathways including support towards Chartered status, with hybrid working typically 3 days in the office and 2 days at home.

Qualifications

• Essential: Diploma in Financial Planning.
• Essential: Paraplanner experience within financial services.
• Essential: Cashflow modelling experience.
• Desirable: IO or similar systems experience.
• Desirable: Exposure to different financial planning software tools.

Responsibilities

• Preparing suitability reports and conducting detailed research.
• Supporting advisers with new and existing client work.
• Producing and interpreting cashflow modelling.
• Working to deadlines within a busy environment.
• Collaborating with colleagues across multiple offices via Teams.

Skills

Research

Report writing

Cashflow modelling

Deadline driven

Team collaboration

Education

Diploma in Financial Planning

Tools

IO system

Financial planning software

Job description

Premier Jobs UK is recruiting a Paraplanner to join a growing financial planning business. You will support advisers with research, report writing and cashflow modelling, helping manage demand and growth.

You will reduce backlog, work with a collaborative team, and have structured progression pathways including support towards Chartered status, with hybrid working typically 3 days in the office and 2 days at home.