Paraplanner

Premier Jobs UK

Wilmslow

Hybrid

GBP 40,000 - 50,000

Full time

4 days ago

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Benefits offered by this job

Salary £40k-£50k

Hybrid working

25 days annual leave

Birthday off

Discretionary Christmas bonus

Death in service

Chartered status support

Job summary

Premier Jobs UK is recruiting a Paraplanner to join a growing financial planning business. You will support advisers with research, report writing and cashflow modelling, helping manage demand and growth.

You will reduce backlog, work with a collaborative team, and have structured progression pathways including support towards Chartered status, with hybrid working typically 3 days in the office and 2 days at home.

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 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

Deadline driven

Team collaboration

Education

Diploma in Financial Planning

Tools

IO system

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.

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