Paraplanner — Hybrid Work, Cashflow Modelling & Chartered Path

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

Benefits offered by this job

Hybrid working

Job summary

Premier Jobs UK is seeking a Paraplanner to support advisers with high-quality research, report writing and cashflow modelling. You will help reduce backlog, improve adviser capacity and contribute to growth across multiple offices with a collaborative team.

The role offers hybrid working (office and home) and a clear progression pathway toward Chartered status, with a salary of £40,000 to £50,000 depending on experience.

Qualifications

• Preparing suitability reports and conducting detailed research.
• Producing and interpreting cashflow modelling.
• Working to deadlines within a busy environment.
• Collaborating with colleagues across multiple offices via Teams.

Responsibilities

• Prepare suitability reports and conduct detailed research.
• Support advisers with new and existing client work.
• Produce and interpret cashflow modelling.
• Meet deadlines in a fast-paced environment.

Skills

Cashflow modelling

Report writing

Research

Team collaboration

Education

Diploma in Financial Planning

Tools

IO systems

Financial planning software

Job description

Premier Jobs UK is seeking a Paraplanner to support advisers with high-quality research, report writing and cashflow modelling. You will help reduce backlog, improve adviser capacity and contribute to growth across multiple offices with a collaborative team.

The role offers hybrid working (office and home) and a clear progression pathway toward Chartered status, with a salary of £40,000 to £50,000 depending on experience.