Premier Jobs UK

Paraplanner

Premier Jobs UK  •  £35k - £45k/yr  •  Harrogate, GB (Hybrid)  •  1 month ago
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Job Description

Paraplanner job with a respected and growing financial planning practice This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high quality advice support rather than administration. In this Paraplanner job, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments and protection. You will work closely with their Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The Paraplanner job sits within a long standing team where staff retention is high and expectations are clear.
Key aspects of the Paraplanner job include:
  • Writing suitability reports across pensions, investments and protection
  • Direct Paraplanner support to advisers rather than pooled support
  • Cash flow modelling and technical research
  • Liaising with advisers to discuss progress of cases
  • Managing your own workflow and case progression
This Paraplanner job suits someone seeking long term stability, a respectful culture and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals.

 

Paraplanner Requirements

  • Essential - experience working as a Paraplanner within a financial planning firm
  • Essential - experience producing suitability reports across pensions and investments
  • Desirable - Diploma qualification or working towards
  • Desirable - experience with cash flow modelling
  • Desirable - CRM experience such as Salesforce

 

The Company

The company is a well established financial planning practice with a strong reputation for professionalism, adviser quality and internal development. The culture is supportive, structured and long term focused.

 

Paraplanner Benefits

  • Salary circa £35,000 to £45,000 depending on experience
  • Full time, permanent Paraplanner job
  • Hybrid working with a minimum of three days office based
  • Pension, life cover and health cash plan
  • Funded professional qualifications and exam support
  • 25 days holiday plus bank holidays

Location

Harrogate. You should be within a reasonable commuting distance. If you are a Paraplanner looking for a technically focused Paraplanner job within a stable and professional environment, apply today for a confidential discussion.
Liability and Disclaimer Whilst 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
Premier Jobs UK

About Premier Jobs UK

Welcome to the company profile for Premier Jobs UK on LinkedIn.

Premier Jobs UK is dedicated to providing the highest standards of quality in recruitment search and selection for the financial services and banking industry.

Our Key Areas include:

Regulated Financial Sales Investment Consultants

Mortgage Advisors Training Personnel

Compliance Officers Sales Management

Banking Administration

Estate Agency Telesales

General Insurance Sales Directors

Our unique face to face and comprehensive approach through our nationwide network of experienced financial services consultants will give candidates an honest and open evaluation of their strengths and weaknesses, identifying suitable company vacancies from the market place to best meet their career aspirations as well as help preparing candidates for job assessment through our unique personal career training and development process.

Premier Jobs UK act as preferred recruiters for many of the major financial services

companies and high street banks across the UK from new trainee to director level.

All information is treated in the strictest confidence.

Industry
Finance & Insurance
Company Size
11-50 employees
Headquarters
Calne, GB
Year Founded
2007
Website
premierjobsuk.com
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