Paraplanner – Growth Path, Cashflow Modelling & Research

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

Job summary

Premier Jobs UK is seeking a Paraplanner to join a growing financial planning business. You will support advisers by delivering high-quality research, report writing and cashflow modelling, contributing to improved adviser capacity and growth across the team.

The role offers hybrid working (typically 3 days in the office and 2 days at home) and a clear progression pathway toward Chartered status, with opportunities across multiple UK locations.

Qualifications

• Diploma in Financial Planning is essential.
• Proven Paraplanner experience within financial services.
• Cashflow modelling experience required.
• Experience with IO or similar systems desirable.
• Exposure to different financial planning software tools desirable.

Responsibilities

• Prepare suitability reports and conduct detailed research.
• Support financial advisers with new and existing client work.
• Produce and interpret cashflow modelling.
• Work to deadlines in a busy environment.
• Collaborate with colleagues across multiple offices via Teams.

Skills

Paraplanner experience

Cashflow modelling

Education

Diploma in Financial Planning

Tools

IO Systems

Financial planning software tools

Job description

Premier Jobs UK is seeking a Paraplanner to join a growing financial planning business. You will support advisers by delivering high-quality research, report writing and cashflow modelling, contributing to improved adviser capacity and growth across the team.

The role offers hybrid working (typically 3 days in the office and 2 days at home) and a clear progression pathway toward Chartered status, with opportunities across multiple UK locations.