Paraplanner - Hybrid, Chartered Path & Cashflow Modelling

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

Job summary

Premier Jobs UK Limited is recruiting a Paraplanner to join a growing financial planning firm. You will support advisers by delivering high quality research, writing reports and modelling cashflow to help manage increasing demand and growth.

You will reduce backlog, improve adviser capacity and work with colleagues across multiple offices. A Diploma in Financial Planning and Paraplanner experience are essential, with a clear progression path toward Chartered status.

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 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

Paraplanner experience

Cashflow modelling

Detailed research

Education

Diploma in Financial Planning

Tools

IO or similar systems

Financial planning software tools

Job description

Premier Jobs UK Limited is recruiting a Paraplanner to join a growing financial planning firm. You will support advisers by delivering high quality research, writing reports and modelling cashflow to help manage increasing demand and growth.

You will reduce backlog, improve adviser capacity and work with colleagues across multiple offices. A Diploma in Financial Planning and Paraplanner experience are essential, with a clear progression path toward Chartered status.