Paraplanner: Grow, Belong, Impact (Hybrid)

MAZARS UK; Sutton; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading global professional services network is seeking a Paraplanner to develop financial planning strategies, draft client-centred reports, and perform various financial calculations. The role requires at least a Level 4 Diploma in Paraplanning, strong literacy and numeracy skills, and the ability to adapt to changing demands. The company offers a competitive salary, performance-based bonuses, and hybrid working options to help employees thrive in their careers.

Benefits

Hybrid working options

Annual performance-based bonus

Comprehensive benefits package

Clear career progression opportunities

Wellbeing support

Qualifications

• Must have a background in Paraplanning.
• At least level 4 Diploma qualified.
• Strong written and verbal literacy and numeracy skills.

Responsibilities

• Develop financial planning strategies based on client needs.
• Draft client-centred financial planning reports.
• Perform cash flow modelling and tax calculations.

Skills

Background in Paraplanning

High level of literacy

High level of numeracy

Solution mindset

Adaptable to changing demands

Education

Level 4 Diploma

Job description

A leading global professional services network is seeking a Paraplanner to develop financial planning strategies, draft client-centred reports, and perform various financial calculations. The role requires at least a Level 4 Diploma in Paraplanning, strong literacy and numeracy skills, and the ability to adapt to changing demands. The company offers a competitive salary, performance-based bonuses, and hybrid working options to help employees thrive in their careers.