At a Glance
- Tasks: Support financial advisers with research, report writing, and cashflow modelling.
- Company: A rapidly growing financial planning firm focused on innovation and team success.
- Benefits: Competitive salary, hybrid working, 25 days leave, and structured career progression.
- Other info: Join a supportive team with clear pathways to Chartered status.
- Why this job: Make an immediate impact in a dynamic environment while developing your skills.
- Qualifications: Diploma in Financial Planning and proven Paraplanner experience required.
The predicted salary is between 40000 - 50000 £ per year.
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, Colchester, Manchester, Bury, Wigan, Wilmslow. 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.
Paraplanner in Alderley Edge employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
