Paraplanner

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

Benefits offered by this job

Hybrid working

25 days annual leave

Birthday day off

Discretionary Christmas bonus

Death in service benefit

Option to purchase additional holiday

Job summary

Premier Jobs UK Limited is seeking a Paraplanner to join a growing financial planning firm. You will deliver high-quality research, report writing, and cashflow modelling to support advisers and client work across multiple offices.

The role offers hybrid working with a mix of office and home days, structured progression toward Chartered status, and opportunities across several locations in the UK.

Qualifications

• Diploma in Financial Planning is required.
• Proven Paraplanner experience within financial services.
• Cashflow modelling experience is essential.
• Desirable: IO or similar systems.
• Desirable: Exposure to different financial planning software tools.

Responsibilities

• Prepare suitability reports and conduct detailed research.
• Support financial advisers with both new and existing client work.
• Produce and interpret cashflow modelling.
• Work to deadlines in a busy environment.
• Collaborate with colleagues across multiple offices via Teams.

Skills

Paraplanner

Cashflow modelling

Research

Report writing

Deadline-driven

Team collaboration

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.

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

  Location

  Roles available across:

  • Ashford
  • Frimley
  • Battle
  • Hadleigh
  • Bognor Regis
  • Sunningdale
  • Manchester
  • Bury
  • Wigan
  • Wilmslow

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