At a Glance
- Tasks: Support financial advisers with research, report writing, and cashflow modelling.
- Company: Expanding financial planning business with a focus on collaboration.
- Benefits: Structured progression pathways and support towards Chartered status.
- Other info: Join a collaborative environment that values communication and shared success.
- Why this job: Make an immediate impact in a dynamic and growing team.
- Qualifications: Strong research skills and ability to work under deadlines.
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.
- 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 Suffolk 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. With a focus on meaningful contributions and immediate impact, this role offers a rewarding environment for those looking to thrive in the financial services sector.
