Paraplanner

Premier Jobs UK; Metchley; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Pension contributions

Life cover

Birthday day off

Job summary

Premier Jobs UK is seeking an experienced Paraplanner to join a centralised paraplanning function. The role offers hybrid working with one day per week in the office and opportunities to progress into senior paraplanning or technical roles.

You will support Financial Planners with detailed research, cash flow modelling, and high-quality suitability report writing, contributing to compliant, client-focused financial planning solutions.

Qualifications

• Proven experience as a Paraplanner in financial planning or wealth management.
• High level of accuracy and structured approach to research and report writing.
• Strong knowledge of pensions and investments.

Responsibilities

• Provide detailed research and cash flow modelling to support advisers.
• Prepare high quality client-facing suitability reports.
• Collaborate across a centralised paraplanning function to maintain standards.

Skills

Paraplanner experience

Financial planning

Wealth management

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Cash flow modelling

Job description

If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance.

This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions.

The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations.

This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time.

Paraplanner Requirements

Essential

• Proven experience working as a Paraplanner within financial planning or wealth management
• Level 4 Diploma in Regulated Financial Planning
• Strong technical knowledge across pensions and investments

Desirable

• Experience using cash flow modelling software
• Experience working in a centralised or technical paraplanning team

The Company

You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture.

Paraplanner Benefits

• Salary £35,000 to £42,000 depending on experience
• Salary of up to £48,000 available for candidates who are Chartered or close to achieving Chartered status
• Hybrid working with only one day per week in the office
• Early finish every Friday28 days holiday plus bank holidays and birthday off
• Employer pension contribution and life cover
• Health and wellbeing benefits and structured training support

Location

This Paraplanner job is based from either Market Harborough, Birmingham, Barnstaple or Newcastle with hybrid working available.

If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence.