This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth.
You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status.
Key aspects of this Paraplanner role include:
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
This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment.
Paraplanner Requirements
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
The Company
This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment.
Paraplanner Benefits
Salary £40,000 to £50,000 (depending on experience)
Hybrid working, typically 3 days office and 2 days home
25 days annual leave (plus birthday off)
Option to purchase additional holiday
Discretionary Christmas bonus
Death in service benefit
Structured progression and support towards Chartered status
Location
Roles available across:
Ashford
Frimley
Battle
Hadleigh
Bognor Regis
Sunningdale
Ongar
Colchester
You should be within a reasonable commute to one of these locations.
If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business.
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Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
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