Paraplanner: Hybrid Role with Chartered Progression

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

Benefits offered by this job

Hybrid working

25 days annual leave

Birthday off

Discretionary Christmas bonus

Death in service benefit

Structured progression toward Charter

Job summary

Premier Jobs UK is seeking a Paraplanner in the United Kingdom to support advisers with research, report writing, and cashflow modelling. You will help reduce backlog and boost adviser capacity in a fast-growing financial planning business.

You’ll work in a collaborative team, benefit from structured progression toward Chartered status, and join a firm investing in people, systems and processes across multiple offices.

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

Research

Report writing

Cashflow modelling

Client support

Education

Diploma in Financial Planning

Tools

IO or similar systems

Job description

Premier Jobs UK is seeking a Paraplanner in the United Kingdom to support advisers with research, report writing, and cashflow modelling. You will help reduce backlog and boost adviser capacity in a fast-growing financial planning business.

You’ll work in a collaborative team, benefit from structured progression toward Chartered status, and join a firm investing in people, systems and processes across multiple offices.