Open roleExternal
Paraplanner
- colchester, essex, CO1, United Kingdom
- Permanent·Hybrid
- Full time
Job Description
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.
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
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 services
• Essential: Cashflow modelling experience
• Desirable: Experience with IO or similar systems
• Desirable: Exposure to different financial planning software tools
The CompanyThis established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment.
Paraplanner Benefits• Salary £40,000 to £50,000 (depending on experience)
• Hybrid working, typically 3 days office and 2 days home
• 25 days annual leave (plus birthday off)
• Option to purchase additional holiday
• Discretionary Christmas bonus
• Death in service benefit
• Structured progression and support towards Chartered status
LocationRoles available across:
Liability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
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 services
• Essential: Cashflow modelling experience
• Desirable: Experience with IO or similar systems
• Desirable: Exposure to different financial planning software tools
The CompanyThis established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment.
Paraplanner Benefits• Salary £40,000 to £50,000 (depending on experience)
• Hybrid working, typically 3 days office and 2 days home
• 25 days annual leave (plus birthday off)
• Option to purchase additional holiday
• Discretionary Christmas bonus
• Death in service benefit
• Structured progression and support towards Chartered status
LocationRoles available across:
- Ashford
- Frimley
- Battle
- Hadleigh
- Bognor Regis
- Sunningdale
- Colchester
- Manchester
- Bury
- Wigan
- Wilmslow
Liability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information