Paraplanner

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

Job summary

Premier Jobs UK Limited is recruiting a Paraplanner to join a growing financial planning firm. You will support advisers by delivering high quality research, writing reports and modelling cashflow to help manage increasing demand and growth.

You will reduce backlog, improve adviser capacity and work with colleagues across multiple offices. A Diploma in Financial Planning and Paraplanner experience are essential, with a clear progression path toward Chartered status.

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

Detailed research

Education

Diploma in Financial Planning

Tools

IO or similar systems

Financial planning software tools

Job description

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth.

You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status.

This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment.

Key aspects of this Paraplanner role include:

• 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

Paraplanner Requirements

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

The Company

This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment.

Paraplanner Benefits

• Salary £40,000 to £50,000 (depending on experience)
• Hybrid working, typically 3 days office and 2 days home
• 25 days annual leave (plus birthday off)
• Option to purchase additional holiday
• Discretionary Christmas bonus
• Death in service benefit
• Structured progression and support towards Chartered status

Location

Roles available across: AshfordFrimleyBattleHadleighBognor RegisSunningdaleManchesterBuryWiganWilmslowYou should be within a reasonable commute to one of these locations.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any informationTPBN1_UKTJ