At a Glance
- Tasks: Support financial advisers with research, report writing, and cashflow modelling.
- Company: A rapidly expanding financial planning firm with a forward-thinking approach.
- Benefits: Competitive salary, hybrid working, 25 days leave, and a discretionary Christmas bonus.
- Other info: Structured progression pathways towards Chartered status and excellent career growth opportunities.
- Why this job: Join a dynamic team and make an immediate impact in a growing business.
- Qualifications: Diploma in Financial Planning and proven experience in financial services.
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.
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:
- Supporting financial advisers with new and existing client work
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
- Proven Paraplanner experience within financial services
- 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.
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
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.
Locations
Paraplanner (Pensions Management) in Chelmsford, Essex employer: Premier Jobs UK Limited
Join a dynamic and rapidly expanding financial planning firm that values your contributions and offers a supportive work culture. With structured progression pathways towards Chartered status, hybrid working options, and generous annual leave, this company is committed to fostering employee growth and well-being in a forward-thinking environment.
