Learn more about the general tasks related to this opportunity below, as well as required skills.
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 TeamsThis Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal xgikmsk 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
Paraplanner in Mile End employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
