Paraplanner

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

Benefits offered by this job

Hybrid work

25 days leave

Birthday off

Extra holiday option

Christmas bonus

Death in service

Chartered progression

Job summary

Premier Jobs UK Limited is seeking a Paraplanner to join a busy, expanding financial planning firm. You will support advisers by delivering high-quality research, report writing and cashflow modelling, helping manage growing demand and growth.

You'll handle core cases, develop technical knowledge, and benefit from structured progression pathways including support towards Chartered status, with hybrid working and clear career development.

Qualifications

• Paraplanner with proven experience in financial services.
• Experience performing detailed research for suitability reports.
• Experience producing and interpreting cashflow modelling.
• Familiarity with IO or similar systems and various planning tools.
• Knowledge of different financial planning software tools is desirable.

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

Paraplanning experience

Cashflow modelling

Education

Diploma in Financial Planning

Tools

IO system

Financial planning software

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.

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

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.

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: AshfordBattleWilmslowLiverpoolColchesterYou should be within a reasonable commute to one of these locations.