Premier Jobs UK

Paraplanner

Premier Jobs UK  •  £40k - £50k/yr  •  Hadleigh, GB / Frimley, GB / Bognor Regis, GB / Battle, GB / Ashford, GB (Hybrid)  •  3 hours ago
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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.
 
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 Company
This 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
 
Location
Roles available across:
  •  Ashford
  •  Frimley
  • Battle
  • Hadleigh
  • Bognor Regis
  • Sunningdale
  • Ongar
  • Colchester 
You should be within a reasonable commute to one of these locations.
 
If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business.
 
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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