At a Glance
- Tasks: Support Financial Planners with research, cash flow modelling, and suitability reports.
- Company: Established financial planning firm with a focus on technical expertise.
- Benefits: Hybrid role with clear progression and collaborative environment.
- Other info: Opportunities for cross-practice collaboration and specialisation.
- Why this job: Join a dynamic team and grow your career in wealth planning.
- Qualifications: Experience as a Paraplanner and strong analytical skills.
The predicted salary is between 29700 - 36300 £ per year.
Premier Jobs UK Limited is working with a well established financial planning firm to recruit an experienced Paraplanner.
You will support a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability reports in a centralized, technically focused team.
This hybrid role offers clear progression into senior paraplanning or specialist technical roles, encourages cross‑practice collaboration, and covers pensions, investments and holistic planning.
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Hybrid Paraplanner: Technical Wealth Planning & Growth in North East employer: Premier Jobs UK Limited
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