Paraplanner

AAB is hiring a Paraplanner. Level rates it ; you can apply on AAB.

Level's read on this job

Level rates this role Little AI ●○○○: aI is not part of the work.
Tools and skills the posting cites include Cash Flow Modelling Software, financial planning and research.
Level classifies it as a mid-level role.
Level lists 33 other open roles at AAB.
The role was posted within the past week.

AI in this role

Support financial planners by carrying out research, calculations, and preparing suitability reports and cash flow models.

cash-flow-modelling-software

financial-planningresearchanalysiscash-flow-modelingsuitability-reports

DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.

AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE.

Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice. That’s what makes AAB different. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.

Your growth matters to us. We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact. Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive.

AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.

ESG COMMITMENT

We take our responsibility seriously. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.

ROLE PURPOSE

Key duties & responsibilities:

Support the Financial Planners, applying your technical knowledge to provide client solutions.
Apply a collaborative approach to achieve the best client outcomes, delivering excellent levels of client service.
Build client relationships, establishing a key point of contact role for clients.
Carry out research, analysis and due diligence of client holdings.
Prepare technical calculations.
Identify information required to compile a financial plan.
Prepare client cash flow reports, using our cash flow modelling software.
Prepare suitability reports to a high standard, in line with our recommendations.
Attend client meetings where appropriate.
Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.
Work to target Key Performance Indicators / Service Level Agreements.
Work collaboratively with the client services support team, to ensure recommendations are correctly implemented.
Review client files upon completion of business.
Actively promote ideas and suggestions and participate in all business improvements as part of the firm’s Commitment to continuous improvement.
Adhere to regulatory conduct rules and understand professional ethics and the firm’s methods and standard of working.
Keep up to date with legislative changes and always adhere to compliance requirements.

Experience & qualifications

PERSON SPECIFICATION
QUALIFICATIONS

CII Diploma in Regulated Financial Planning (DipPFS) (desirable)
CII Advanced Diploma in Financial Planning (working towards preferred)

EXPERIENCE

3-4 years’ relevant work experience
Previous experience of working in a similar role
Working to tight deadlines
Analysing client portfolios
Technical compliance and advisory work

KNOWLEDGE

Sound knowledge of financial products and plans and technical calculations
Good working knowledge of relevant legislation and industry best practice
Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages

SKILLS & QUALITIES

Excellent organisational skills
Strong communication skills – both written and oral
Excellent attention to detail
Logical thinking and problem-solving skills
Ability to have the client at the heart of what the teams do
Good team player with the ability to build effective relationships at all levels
Ability to work on own initiative and to tight deadlines
Self-motivated, and able to develop ideas into practice
Dedication to continuing professional development (CPD)

How we rate this

Paraplanner at AAB rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Paraplanner is an open job at AAB.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in Horsham, West Sussex.
The job was posted on October 20, 2026.
Seniority: mid.
Applications are handled by AAB. Apply on AAB

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Financial PlanningResearchAnalysisCash Flow ModelingSuitability ReportsCash Flow Modelling Software

Questions you could be asked

Tell me about a project where financial planning was part of your work. What did you do?
Tell me about a project where research was part of your work. What did you do?
Tell me about a project where analysis was part of your work. What did you do?
Tell me about a project where cash flow modeling was part of your work. What did you do?
Tell me about a project where suitability reports was part of your work. What did you do?

Adapt your resume

List these exact terms on your resume: Financial Planning, Research, Analysis, Cash Flow Modeling, and Suitability Reports. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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