Hybrid Paraplanner - Growth Path to Chartered Status

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

Benefits offered by this job

Discretionary Christmas bonus

Death in service benefit

25 days annual leave

Holiday purchase option

Structured progression towards charter

Hybrid working

Job summary

Premier Jobs UK Ltd is recruiting a Paraplanner to join a growing financial planning business in the UK. You will deliver high-quality research, write reports and develop cashflow models to support advisers and manage increasing demand.

You will reduce backlog, improve adviser capacity and benefit from structured progression towards Chartered status, with cross-office collaboration via Teams.

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 financial 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

Paraplanner experience

Cashflow modelling

Research and report writing

Education

Diploma in Financial Planning

Tools

IO or similar systems

Financial planning software tools

Job description

Premier Jobs UK Ltd is recruiting a Paraplanner to join a growing financial planning business in the UK. You will deliver high-quality research, write reports and develop cashflow models to support advisers and manage increasing demand.

You will reduce backlog, improve adviser capacity and benefit from structured progression towards Chartered status, with cross-office collaboration via Teams.