Paraplanner - Hybrid Role with Chartered Path & Growth

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

Benefits offered by this job

25 days annual leave

Option to purchase additional holiday

Discretionary Christmas bonus

Death in service benefit

Support towards Chartered status

Job summary

Join Premier Jobs UK as a Paraplanner in Manchester, working in a growing financial planning business with opportunities for immediate impact. You will support advisers by preparing reports, conducting research, and handling cashflow modelling to help the business manage its increasing demand.

This role is ideal for someone looking to enhance their Paraplanner experience, collaborate across teams, and develop within a forward-thinking environment.

Qualifications

• Proven Paraplanner experience within financial services.
• Experience in cashflow modelling.
• Ability to work under deadlines in a busy environment.

Responsibilities

• Prepare suitability reports and conduct detailed research.
• Support financial advisers with new and existing client work.
• Produce and interpret cashflow modelling.

Skills

Research

Report writing

Cashflow modelling

Collaboration

Education

Diploma in Financial Planning

Tools

IO or similar systems

Financial planning software

Job description

Join Premier Jobs UK as a Paraplanner in Manchester, working in a growing financial planning business with opportunities for immediate impact. You will support advisers by preparing reports, conducting research, and handling cashflow modelling to help the business manage its increasing demand.

This role is ideal for someone looking to enhance their Paraplanner experience, collaborate across teams, and develop within a forward-thinking environment.