Paraplanner: Hybrid Role with Chartered Path

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

Benefits offered by this job

Hybrid working

25 days annual leave

Discretionary Christmas bonus

Death in service benefit

Structured progression to Chartered

Additional holiday purchase option

Job summary

Premier Jobs UK is seeking a Paraplanner to join a growing financial planning business in the UK. You will support advisers with research, report writing and cashflow modelling to help manage increasing demand and growth.

The role offers structured progression pathways including support towards Chartered status and a hybrid working pattern (office and home). Salary ranges from £40,000 to £50,000 depending on experience.

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

Skills

Paraplanner experience

Cashflow modelling

Education

Diploma in Financial Planning

Tools

IO or similar systems

Financial planning software tools

Job description

Premier Jobs UK is seeking a Paraplanner to join a growing financial planning business in the UK. You will support advisers with research, report writing and cashflow modelling to help manage increasing demand and growth.

The role offers structured progression pathways including support towards Chartered status and a hybrid working pattern (office and home). Salary ranges from £40,000 to £50,000 depending on experience.