Paraplanner

Overview

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.

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.

• 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

• 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

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.

• 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

• Ashford
• Frimley
• Battle
• Hadleigh
• Bognor Regis
• Sunningdale
• Ongar
• Colchester