Paraplanner — Path to Chartered Status, Hybrid & Growth

Premier Jobs UK; Rochdale; 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 toward Charter

Option to purchase additional holiday

Job summary

Premier Jobs UK is recruiting a Paraplanner to support advisers with high-quality research, report writing, and cashflow modelling. You will help reduce backlog and improve adviser capacity in a growing financial planning firm.

You will work to tight deadlines, collaborate with colleagues across multiple offices via Teams, and have access to structured progression pathways including support towards Chartered status.

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

Attention to detail

Education

Diploma in Financial Planning

Tools

IO

Financial planning software

Job description

Premier Jobs UK is recruiting a Paraplanner to support advisers with high-quality research, report writing, and cashflow modelling. You will help reduce backlog and improve adviser capacity in a growing financial planning firm.

You will work to tight deadlines, collaborate with colleagues across multiple offices via Teams, and have access to structured progression pathways including support towards Chartered status.