Paraplanner

FM JOBS LIMITED; Milford on Sea; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

Birthday off

Discretionary Christmas bonus

Death in service benefit

Structured progression toward Charterd

Job summary

FM JOBS LIMITED is seeking a Paraplanner to join a proactive financial planning business. You will support advisers by delivering high quality research, report writing and cashflow modelling to help manage client work and support growth.

Working across offices, you will handle core cases and build your technical knowledge. The role offers hybrid working (3 days in the office, 2 days at home), 25 days’ leave, a discretionary Christmas bonus and structured progression toward Chartered status.

Qualifications

• Essential: Diploma in Financial Planning.
• Essential: Proven 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.

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

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

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

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

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