Paraplanner: Cashflow Modelling & Research (Hybrid)

FM JOBS LIMITED; Alderley Edge; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

Birthday off

Additional holiday options

Discretionary bonus

Death in service

Chartered progression support

Job summary

Premier Jobs UK is seeking a Paraplanner to support financial advisers with research, report writing and cashflow modelling. You will handle core cases while developing technical knowledge, with progression pathways toward Chartered status.

The position offers hybrid working (typically 3 days in the office, 2 days at home) and a clear route to professional growth within a collaborative team across multiple offices.

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

Education

Diploma in Financial Planning

Tools

IO system

Financial planning software

Job description

Premier Jobs UK is seeking a Paraplanner to support financial advisers with research, report writing and cashflow modelling. You will handle core cases while developing technical knowledge, with progression pathways toward Chartered status.

The position offers hybrid working (typically 3 days in the office, 2 days at home) and a clear route to professional growth within a collaborative team across multiple offices.