Paraplanner
Listed on 2026-01-13
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Senior Financial Services Recruitment Specialist @Recruit UK (North West & Surrounding Areas)
Job Role: Paraplanner
Location: Blackburn (Hybrid Working Available)
Employment Type: Full‑time, Permanent
Salary: Up to £45,000
Reference Number: 10090
The OpportunityRecruit UK is working on behalf of a well‑established, highly respected Financial Planning firm in Blackburn that is looking to appoint an experienced Paraplanner to support a growing team of advisers. The firm is known for delivering high‑quality, client‑focused financial advice and offers a professional, collaborative environment with clear progression opportunities.
The RoleAs a Senior Paraplanner, you will play a key role in supporting Financial Advisers by producing high‑quality, compliant financial planning reports and providing technical expertise across a broad range of advice areas. This is an excellent opportunity for an experienced paraplanner looking to take the next step in their career within a forward‑thinking firm.
Key Responsibilities- Producing detailed suitability reports and recommendations across pensions, investments, protection, and retirement planning
- Providing technical support and guidance to Financial Advisers
- Analysing client information and conducting in‑depth research
- Assisting with complex cases and bespoke financial planning solutions
- Ensuring all work is compliant with FCA regulations and internal standards
- Supporting and mentoring junior paraplanners where required
- Liaising with advisers, administrators, and providers to ensure smooth case progression
- Proven experience in a Senior or experienced Paraplanner role
- Strong technical knowledge of pensions, investments, and financial planning
- Excellent report writing and analytical skills
- High attention to detail and strong organisational skills
- Confident communicator with the ability to work collaboratively
- Experience using financial planning software and back‑office systems
- Opportunity to join a reputable and growing Financial Planning firm
- Hybrid working available
- Supportive team culture with a focus on quality and development
- Competitive salary and benefits package
If you are an experienced Paraplanner looking for your next senior opportunity, Recruit UK would love to hear from you. Please send your CV to the recruiter mentioned in the job posting.
Additional Details- Seniority level: Mid‑Senior level
- Employment type: Full‑time
- Job function: Finance
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