Paraplanner

Colchester Source: WhatJobs

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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

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

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

Ashford
Frimley
Battle
Hadleigh
Bognor Regis
Sunningdale
Colchester
Manchester
Bury
Wigan
Wilmslow

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