Paraplanner: Research-Driven Financial Planning & Strategy

Premier Jobs UK Limited; Chippenham; On-site; GBP 32,000 - 48,000; Full time

Job summary

Premier Jobs UK Limited is seeking a dedicated Paraplanner to join a dynamic financial planning team in the United Kingdom. You will support advisers with thoughtful, holistic client planning, going beyond report writing through research, technical analysis and strategic input.

In this role you will contribute to client strategy, develop robust documentation, and ensure high-quality outcomes for complex financial plans.

Qualifications

• Paraplanner role focusing on research and technical analysis.
• Assist advisers with holistic client planning beyond reports.
• Contribute to client strategy with evidence-based recommendations.

Responsibilities

• Collaborate with advisers on holistic client planning and strategy.
• Provide research and technical analysis to support complex financial plans.

Job description

Premier Jobs UK Limited is seeking a dedicated Paraplanner to join a dynamic financial planning team in the United Kingdom. You will support advisers with thoughtful, holistic client planning, going beyond report writing through research, technical analysis and strategic input.

In this role you will contribute to client strategy, develop robust documentation, and ensure high-quality outcomes for complex financial plans.