Paraplanner

Premier Jobs UK Ltd

Heywood

Hybrid

GBP 40,000 - 50,000

Full time

3 days ago

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Benefits offered by this job

Discretionary Christmas bonus

Death in service benefit

25 days annual leave

Holiday purchase option

Structured progression towards charter

Hybrid working

Job summary

Premier Jobs UK Ltd is recruiting a Paraplanner to join a growing financial planning business in the UK. You will deliver high-quality research, write reports and develop cashflow models to support advisers and manage increasing demand.

You will reduce backlog, improve adviser capacity and benefit from structured progression towards Chartered status, with cross-office collaboration via Teams.

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

Research and report writing

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