Paraplanner – Blackburn  #030

Location: Blackburn, Lancashire (Hybrid)

Salary: Competitive, depending on experience and qualifications.

Join a Growing Wealth Management Team

My client is an established and highly respected financial planning business seeking an experienced Paraplanner to join its expanding Financial Planning team in Blackburn.

This is an excellent opportunity for a technically strong individual who enjoys producing high-quality financial planning research and recommendations while working closely with experienced Financial Advisers. The business offers genuine career progression, ongoing professional development, study support and a collaborative working culture where paraplanners are recognised as a key part of the advice process. 

The Opportunity

As a Paraplanner, you will play a pivotal role in supporting advisers throughout the financial planning journey. You will be responsible for conducting technical research, preparing suitability reports and helping deliver tailored financial advice across a broad range of wealth management solutions.

This role would suit someone who enjoys technical analysis, problem solving and delivering exceptional client outcomes whilst continuing to develop their expertise within financial planning.

Key Responsibilities

• Produce high-quality suitability reports and recommendation documents.
• Conduct technical research across pensions, investments, protection and retirement planning.
• Analyse existing client arrangements and identify appropriate planning opportunities.
• Prepare cashflow modelling and financial planning analysis where appropriate.
• Support advisers in preparing for client meetings and annual reviews.
• Liaise with providers to obtain technical information and policy details.
• Ensure all recommendations meet FCA and internal compliance standards.
• Assist with pre-sale checks and file preparation.
• Maintain accurate client records and documentation.
• Work collaboratively with advisers and administration teams to deliver an outstanding client experience.
• Contribute ideas to improve processes, efficiencies and client outcomes.

About You

The successful candidate will ideally have:

• Minimum 2 years' experience within a Paraplanning or Financial Planning support role.
• Diploma in Regulated Financial Planning (Level 4) completed or close to completion.
• Strong knowledge of pensions, investments, protection and retirement planning.
• Experience preparing suitability reports.
• Excellent technical research and analytical skills.
• High attention to detail with strong report writing ability.
• Excellent communication and organisational skills.
• Ability to prioritise workload and manage multiple cases simultaneously.
• A proactive attitude with a genuine passion for financial planning.
• Experience using financial planning and back-office systems would be advantageous.

What's on Offer

• Competitive salary.
• Hybrid working.
• Comprehensive study support and continued professional development.
• Clear career progression opportunities.
• Employer pension contribution.
• Private healthcare and additional flexible benefits.
• Generous holiday allowance plus bank holidays.
• Flexible working arrangements.
• Employee wellbeing initiatives.
• Modern, collaborative working environment with long-term career prospects.