Paraplanner

Job Title: Paraplanner

Location: Blackburn (Hybrid)

Salary: £35,000 to £45,000

Benefits:

• 25 days holiday + bank holidays
• Winter office closure
• Flexible Easter break
• Hybrid working
• Weekly flexi-time
• 8% employer pension contribution
• Life assurance (4x salary)
• Income protection
• Private medical options via salary sacrifice
• Electric car scheme
• Enhanced family leave
• Study support & extensive learning and development
• Firm-wide bonus scheme
• Free parking
• Cycle to Work scheme
• Employee wellbeing support
• Paid sick leave
• Dress for your day policy

About the Company

An established and award-winning financial planning and professional services firm is looking to expand its Financial Planning team. With a strong reputation for delivering tailored advice to business owners, professionals and retirees, the business offers a collaborative environment focused on professional development, innovation and exceptional client service.

Role Summa ry

An opportunity has arisen for a Paraplanner to support Financial Advisers in delivering high-quality financial planning solutions. Working across pensions, investments and protection, you ll undertake research, prepare suitability reports and help deliver outstanding client outcomes while contributing to continuous improvement initiatives, including the use of AI technology within the advice proces s.

Requirem ents

• Experience working within Paraplanning or Financial Planning.
• Level 4 Diploma in Regulated Financial Planning achieved or nearing completion.
• Experience with pensions, investments, protection and inheritance tax planning.
• Knowledge of pension switches, group pensions and cashflow modelling.

If you're looking to join a collaborative financial planning team where you'll have genuine opportunities to develop your technical expertise and build a long-term career, we'd love to hear from you.