At a Glance
- Tasks: Support advisers with research, report writing, and cashflow modelling.
- Company: Expanding financial planning business focused on collaboration and growth.
- Benefits: Structured progression pathways and support towards Chartered status.
- Other info: Join a collaborative team and enhance your technical knowledge.
- Why this job: Make an immediate impact in a dynamic and evolving environment.
- Qualifications: Diploma in Financial Planning and proven Paraplanner experience.
The predicted salary is between 38250 - 46750 £ 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...
Paraplanner in Essex 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.
