Paraplanner

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

Benefits offered by this job

Hybrid working

25 days annual leave

Discretionary Christmas bonus

Death in service benefit

Structured progression toward Charter

Option to purchase additional holiday

Job summary

Premier Jobs UK is recruiting a Paraplanner to support advisers with high-quality research, report writing, and cashflow modelling. You will help reduce backlog and improve adviser capacity in a growing financial planning firm.

You will work to tight deadlines, collaborate with colleagues across multiple offices via Teams, and have access to structured progression pathways including support towards Chartered status.

Qualifications

• 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.

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

Research

Report writing

Cashflow modelling

Attention to detail

Education

Diploma in Financial Planning

Tools

IO

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

• 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
• Wimslow

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