Paraplanner

Premier Jobs UK Limited

Coalville

Hybrid

GBP 40,000 - 50,000

Full time

8 days ago

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

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

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