Hybrid Paraplanner: Path to Chartered Status & Growth

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

Benefits offered by this job

Hybrid working

25 days annual leave + birthday off

Discretionary Christmas bonus

Death in service benefit

Progression toward Chartered status

Job summary

Premier Jobs UK is recruiting a Paraplanner for a growing financial planning firm. You will support advisers with high-quality research, report writing and cashflow modelling to boost adviser capacity and manage increasing demand.

Location flexibility across Ashford, Frimley, Battle, Hadleigh, Bognor Regis, Sunningdale, Colchester, Manchester, Bury, Wigan and Wilmslow; you should be within a reasonable commute to one of these locations.

Qualifications

• Paraplanner qualifications required: Diploma in Financial Planning, with proven paraplanner experience.
• Cashflow modelling experience is essential.
• Exposure to IO or similar systems and other planning tools is desirable.

Responsibilities

• Preparing suitability reports and conducting detailed research

Skills

Paraplanner experience

Cashflow modelling

Education

Diploma in Financial Planning

Tools

IO or similar systems

Financial planning software tools

Job description

Premier Jobs UK is recruiting a Paraplanner for a growing financial planning firm. You will support advisers with high-quality research, report writing and cashflow modelling to boost adviser capacity and manage increasing demand.

Location flexibility across Ashford, Frimley, Battle, Hadleigh, Bognor Regis, Sunningdale, Colchester, Manchester, Bury, Wigan and Wilmslow; you should be within a reasonable commute to one of these locations.