At a Glance
- Tasks: Support financial advisers with research, report writing, and cashflow modelling.
- Company: Join a rapidly growing financial planning business with a collaborative culture.
- Benefits: Structured progression pathways, support towards Chartered status, and a dynamic work environment.
- Other info: Be part of a team that values communication and shared success.
- Why this job: Make an immediate impact while developing your skills in a thriving industry.
- Qualifications: Strong research skills and a passion for finance.
The predicted salary is between 35000 - 45000 £ per year.
This 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. 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 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 teams
Paraplanner in Southend-on-Sea employer: Premier Jobs UK
Join a dynamic and rapidly growing financial planning firm that prioritises employee development and collaboration. As a Paraplanner, you will benefit from a supportive work culture that encourages communication and shared success, alongside structured progression pathways to enhance your technical skills and work towards Chartered status. Located in a vibrant area, this role offers the chance to make a meaningful impact while being part of a team that values your contributions.
