Paraplanner | Hybrid Role, Chartered Path & Growth

Premier Jobs UK Limited; Boxted; Hybride; GBP 40 000 - 50 000; Plein temps

Avantages offerts par ce poste

Hybrid work

25 days leave

Birthday off

Extra holiday option

Christmas bonus

Death in service

Chartered progression

Résumé du poste

Premier Jobs UK Limited is seeking a Paraplanner to join a busy, expanding financial planning firm. You will support advisers by delivering high-quality research, report writing and cashflow modelling, helping manage growing demand and growth.

You'll handle core cases, develop technical knowledge, and benefit from structured progression pathways including support towards Chartered status, with hybrid working and clear career development.

Qualifications

• Paraplanner with proven experience in financial services.
• Experience performing detailed research for suitability reports.
• Experience producing and interpreting cashflow modelling.
• Familiarity with IO or similar systems and various planning tools.
• Knowledge of different financial planning software tools is desirable.

Responsabilités

• 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.

Connaissances

Paraplanning experience

Cashflow modelling

Formation

Diploma in Financial Planning

Outils

IO system

Financial planning software

Description du poste

Premier Jobs UK Limited is seeking a Paraplanner to join a busy, expanding financial planning firm. You will support advisers by delivering high-quality research, report writing and cashflow modelling, helping manage growing demand and growth.

You'll handle core cases, develop technical knowledge, and benefit from structured progression pathways including support towards Chartered status, with hybrid working and clear career development.