Hybrid Paraplanner: Path to Chartered Status & Growth

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

Benefits offered by this job

Hybrid working

Birthday off

Discretionary Christmas bonus

Death in service

Chartered status progression

Job summary

Premier Jobs UK Limited is recruiting a Paraplanner to join a growing financial planning business where your research, report writing and cashflow modelling have immediate impact. You will support advisers with new and existing client work, handle core cases, and develop technical knowledge with structured progression towards Chartered status.

Salary £40,000 to £50,000, hybrid working (3 days in office, 2 at home), 25 days annual leave plus birthday off.

Qualifications

• Diploma in Financial Planning is essential.
• Proven Paraplanner experience in financial services.
• Cashflow modelling experience is essential.

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

Financial planning software

Research & report writing

Education

Diploma in Financial Planning

Tools

IO system

Other financial planning software

Job description

Premier Jobs UK Limited is recruiting a Paraplanner to join a growing financial planning business where your research, report writing and cashflow modelling have immediate impact. You will support advisers with new and existing client work, handle core cases, and develop technical knowledge with structured progression towards Chartered status.

Salary £40,000 to £50,000, hybrid working (3 days in office, 2 at home), 25 days annual leave plus birthday off.