Paraplanner

Job

• Location:
  
  BLACKBURN, Lancashire
• Type:
  Permanent
• Job #90627
• Salary: £35,000 - £45,000 Per Annum

We are seeking an experienced Paraplanner to join a growing and client-focused financial planning firm. This role will involve working closely with Financial Advisers to provide technical support, conduct research, prepare suitability reports, and help deliver high-quality financial planning solutions to clients.

This is an excellent opportunity for a detail-oriented individual who enjoys the technical side of financial planning and is looking to develop their career within a supportive and professional environment.

• Prepare clear, accurate and compliant suitability reports
• Conduct research on pensions, investments, protection and retirement planning solutions
• Analyse existing client arrangements and provide recommendations to advisers
• Prepare client review packs, valuations and supporting documentation
• Undertake fund and product research using industry tools and provider platforms
• Assist with cashflow modelling and financial planning analysis
• Liaise with providers to obtain information and resolve queries
• Ensure all work complies with FCA regulations and internal procedures
• Support advisers in delivering a seamless client experience

• Previous experience in a Paraplanner role
• Strong understanding of pensions, investments and financial planning products
• Experience producing suitability reports
• Excellent attention to detail and organisational skills
• Strong written and verbal communication skills
• Ability to manage multiple cases and work to deadlines
• Experience using back-office systems such as Intelligent Office, Xplan or similar
• Level 4 Diploma qualified or working towards completion